CAPTRUST Financial Advisors
IAA

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

CAPTRUST 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
2023
Q1 		– Sell
-37,151
Closed -$1.49M – 2401
2022
Q4 		$1.49M Buy
37,151
+2,856
+8% +$108K 0.01% 812
2022
Q3 		$1.09M Buy
34,295
+27,619
+414% +$980K 0.01% 874
2022
Q2 		$219K Buy
6,676
+4,253
+176% +$156K ﹤0.01% 1642
2022
Q1 		$93K Sell
2,423
-1,341
-36% -$55.1K ﹤0.01% 2337
2021
Q4 		$191K Sell
3,764
-275
-7% -$14.6K ﹤0.01% 1676
2021
Q3 		$220K Sell
4,039
-1,006
-20% -$55.8K ﹤0.01% 1490
2021
Q2 		$275K Buy
5,045
+2,727
+118% +$157K ﹤0.01% 1325
2021
Q1 		$128K Buy
2,318
+911
+65% +$54.1K ﹤0.01% 1785
2020
Q4 		$91K Buy
1,407
+761
+118% +$45.6K ﹤0.01% 1550
2020
Q3 		$34K Buy
646
+338
+110% +$15.7K ﹤0.01% 1761
2020
Q2 		$12K Buy
+308
New +$11.5K ﹤0.01% 2132
2019
Q4 		– Sell
-1,622
Closed -$68K – 1930
2019
Q3 		$68K Sell
1,622
-43
-3% -$1.94K ﹤0.01% 908
2019
Q2 		$65K Buy
+1,665
New +$64.6K ﹤0.01% 894

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

CAPTRUST Financial Advisors's IAA Position: Q1 2023 in Review

CAPTRUST Financial Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 37,151 shares — an estimated $1.49M sold.

CAPTRUST Financial Advisors first reported a position in IAA in Q2 2019 and held it in 13 quarters. The position peaked at $1.49M in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • CAPTRUST Financial Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 37,151 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1.49M.
  • CAPTRUST Financial Advisors first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 13 quarters.
  • CAPTRUST Financial Advisors's IAA, Inc. Common Stock position peaked at $1.49M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.