CWP
IAA

CFM Wealth Partners’s IAA, Inc. Common Stock IAA Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-1,543
Closed -$59K – 490
2020
Q2 		$59K Sell
1,543
-114
-7% -$4.25K 0.02% 262
2020
Q1 		$50K Hold
1,657
– – 0.02% 270
2019
Q4 		$78K Buy
+1,657
New +$69.8K 0.03% 230

Other funds holding IAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CFM Wealth Partners's IAA Position: Q3 2020 in Review

CFM Wealth Partners sold out of IAA, Inc. Common Stock (IAA) in Q3 2020, closing a stake of 1,543 shares — an estimated $59K sold.

CFM Wealth Partners first reported a position in IAA in Q4 2019 and held it in 3 quarters. The position peaked at $78K in Q4 2019. 348 funds tracked by Wall St. Rank hold IAA as of Q3 2020.

  • CFM Wealth Partners reported no remaining IAA, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,543 IAA, Inc. Common Stock shares in Q3 2020, an estimated $59K.
  • CFM Wealth Partners first reported a position in IAA, Inc. Common Stock in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's IAA, Inc. Common Stock position peaked at $78K in Q4 2019.
  • 348 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.