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

Concord 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
2023 Q1	–	Sell	-72	Closed	-$2.88K	–	1267
2022 Q4	$2.88K	Buy	+72	New	+$2.72K	﹤0.01%	872
2022 Q3	–	Sell	-72	Closed	-$2K	–	1259
2022 Q2	$2K	Hold	72	–	–	﹤0.01%	1087
2022 Q1	$3K	Hold	72	–	–	﹤0.01%	1053
2021 Q4	$4K	Hold	72	–	–	﹤0.01%	1024
2021 Q3	$4K	Hold	72	–	–	﹤0.01%	659
2021 Q2	$4K	Hold	72	–	–	﹤0.01%	793
2021 Q1	$4K	Buy	72 +40	+125%	+$2.37K	﹤0.01%	741
2020 Q4	$2K	Buy	+32	New	+$1.92K	﹤0.01%	581

Other funds holding IAA

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

Concord Wealth Partners's IAA Position: Q1 2023 in Review

Concord Wealth Partners sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 72 shares — an estimated $2.88K sold.

Concord Wealth Partners first reported a position in IAA in Q4 2020 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Concord Wealth Partners reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 72 IAA, Inc. Common Stock shares in Q1 2023, an estimated $2.88K.
Concord Wealth Partners first reported a position in IAA, Inc. Common Stock in Q4 2020 and held it in 8 quarters.
Concord Wealth Partners's IAA, Inc. Common Stock position peaked at $4K in Q4 2021.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.