BerganKDV Wealth Management’s IAA, Inc. Common Stock IAA Stock Holding History

BerganKDV Wealth Management’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
2023 Q1	–	Sell	-295	Closed	-$11.8K	–	1131
2022 Q4	$11.8K	Hold	295	–	–	﹤0.01%	556
2022 Q3	$9K	Hold	295	–	–	﹤0.01%	596
2022 Q2	$10K	Hold	295	–	–	﹤0.01%	602
2022 Q1	$11K	Hold	295	–	–	﹤0.01%	604
2021 Q4	$15K	Hold	295	–	–	﹤0.01%	593
2021 Q3	$16K	Hold	295	–	–	﹤0.01%	569
2021 Q2	$16K	Hold	295	–	–	﹤0.01%	547
2021 Q1	$16K	Hold	295	–	–	﹤0.01%	521
2020 Q4	$19K	Hold	295	–	–	﹤0.01%	488
2020 Q3	$15K	Hold	295	–	–	﹤0.01%	462
2020 Q2	$11K	Hold	295	–	–	﹤0.01%	535
2020 Q1	$9K	Hold	295	–	–	﹤0.01%	509
2019 Q4	$14K	Buy	295 +9	+3%	+$379	﹤0.01%	495
2019 Q3	$12K	Hold	286	–	–	﹤0.01%	488
2019 Q2	$11K	Buy	+286	New	+$11.1K	﹤0.01%	509

Other funds holding IAA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BerganKDV Wealth Management's IAA Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 295 shares — an estimated $11.8K sold.

BerganKDV Wealth Management first reported a position in IAA in Q2 2019 and held it in 15 quarters. The position peaked at $19K in Q4 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

BerganKDV Wealth Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 295 IAA, Inc. Common Stock shares in Q1 2023, an estimated $11.8K.
BerganKDV Wealth Management first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 15 quarters.
BerganKDV Wealth Management's IAA, Inc. Common Stock position peaked at $19K in Q4 2020.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.