Carson Wealth (CWM LLC)
IAA

Carson Wealth (CWM LLC)’s IAA, Inc. Common Stock IAA Stock Holding History

Carson Wealth (CWM LLC)’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
-150,878
Closed -$6.04M – 4470
2022
Q4 		$6.04M Sell
150,878
-25,383
-14% -$957K 0.04% 273
2022
Q3 		$5.61M Sell
176,261
-6,819
-4% -$242K 0.04% 266
2022
Q2 		$6M Buy
183,080
+70,305
+62% +$2.57M 0.05% 265
2022
Q1 		$4.31M Sell
112,775
-16,031
-12% -$659K 0.03% 315
2021
Q4 		$6.52M Buy
+128,806
New +$6.85M 0.05% 269
2021
Q2 		$7.3M Hold
133,895
– – 0.06% 243
2021
Q1 		$7.3M Hold
133,895
– – 0.06% 243
2020
Q4 		$7.3M Hold
133,895
– – 0.06% 243
2020
Q3 		$7.3M Hold
133,895
– – 0.06% 243
2020
Q2 		$7.3M Hold
133,895
– – 0.06% 243
2020
Q1 		$7.3M Hold
133,895
– – 0.06% 243
2019
Q4 		$7.3M Hold
133,895
– – 0.06% 243
2019
Q3 		$7.3M Hold
133,895
– – 0.06% 243
2019
Q2 		$7.3M Buy
+133,895
New +$5.19M 0.06% 243

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

Carson Wealth (CWM LLC)'s IAA Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 150,878 shares — an estimated $6.04M sold.

Carson Wealth (CWM LLC) first reported a position in IAA in Q2 2019 and held it in 14 quarters. The position peaked at $7.3M in Q2 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 150,878 IAA, Inc. Common Stock shares in Q1 2023, an estimated $6.04M.
  • Carson Wealth (CWM LLC) first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s IAA, Inc. Common Stock position peaked at $7.3M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.