Clearstead Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

Clearstead 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
2022 Q2	–	Sell	-81	Closed	-$3K	–	1497
2022 Q1	$3K	Buy	+81	New	+$3.33K	﹤0.01%	1178

Other funds holding IAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearstead Advisors's IAA Position: Q2 2022 in Review

Clearstead Advisors sold out of IAA, Inc. Common Stock (IAA) in Q2 2022, closing a stake of 81 shares — an estimated $3K sold.

Clearstead Advisors first reported a position in IAA in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 328 funds tracked by Wall St. Rank hold IAA as of Q2 2022.

Clearstead Advisors reported no remaining IAA, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
Clearstead Advisors sold 81 IAA, Inc. Common Stock shares in Q2 2022, an estimated $3K.
Clearstead Advisors first reported a position in IAA, Inc. Common Stock in Q1 2022 and held it in 1 quarter.
Clearstead Advisors's IAA, Inc. Common Stock position peaked at $3K in Q1 2022.
328 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.