CAL
IAA

Capital Advisors Ltd’s IAA, Inc. Common Stock IAA Stock Holding History

Capital Advisors Ltd’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
-20
Closed -$1K – 1653
2022
Q4 		$1K Sell
20
-9
-31% -$339 ﹤0.01% 1161
2022
Q3 		$1K Buy
+29
New +$1.03K ﹤0.01% 1189

Other funds holding IAA

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

Capital Advisors Ltd's IAA Position: Q1 2023 in Review

Capital Advisors Ltd sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 20 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in IAA in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Capital Advisors Ltd reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 20 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in IAA, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • Capital Advisors Ltd's IAA, Inc. Common Stock position peaked at $1K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.