CT
IAA

Caldwell Trust’s IAA, Inc. Common Stock IAA Stock Holding History

Caldwell Trust’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
-134
Closed -$5.36K – 751
2022
Q4 		$5.36K Hold
134
– – ﹤0.01% 652
2022
Q3 		$4.27K Hold
134
– – ﹤0.01% 665
2022
Q2 		$4.39K Buy
+134
New +$4.91K ﹤0.01% 688

Other funds holding IAA

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return