Beaumont Financial Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

Beaumont Financial Advisors’s Portfolio IAA Stock Details IAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,350	Closed	-$271K	–	394
2021 Q4	$271K	Hold	5,350	–	–	0.02%	290
2021 Q3	$292K	Hold	5,350	–	–	0.02%	275
2021 Q2	$292K	Sell	5,350 -52	-1%	-$2.99K	0.02%	291
2021 Q1	$298K	Buy	5,402 +49	+0.9%	+$2.91K	0.03%	276
2020 Q4	$348K	Buy	5,353 +3	+0.1%	+$180	0.03%	245
2020 Q3	$279K	Hold	5,350	–	–	0.03%	268
2020 Q2	$206K	Buy	+5,350	New	+$200K	0.02%	266
2020 Q1	–	Sell	-5,350	Closed	-$252K	–	300
2019 Q4	$252K	Hold	5,350	–	–	0.02%	246
2019 Q3	$223K	Buy	+5,350	New	+$241K	0.02%	249

Other funds holding IAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Beaumont Financial Advisors's IAA Position: Q1 2022 in Review

Beaumont Financial Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2022, closing a stake of 5,350 shares — an estimated $271K sold.

Beaumont Financial Advisors first reported a position in IAA in Q3 2019 and held it in 9 quarters. The position peaked at $348K in Q4 2020. 336 funds tracked by Wall St. Rank hold IAA as of Q1 2022.

Beaumont Financial Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 5,350 IAA, Inc. Common Stock shares in Q1 2022, an estimated $271K.
Beaumont Financial Advisors first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 9 quarters.
Beaumont Financial Advisors's IAA, Inc. Common Stock position peaked at $348K in Q4 2020.
336 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2022.

Based on Beaumont Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.