CFGS
IAA

Concourse Financial Group Securities’s IAA, Inc. Common Stock IAA Stock Holding History

Concourse Financial Group Securities’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
-237
Closed -$9.7K – 2467
2022
Q4 		$9.48K Sell
237
-1
-0.4% -$38 ﹤0.01% 1669
2022
Q3 		$8K Sell
238
-19
-7% -$674 ﹤0.01% 1558
2022
Q2 		$8K Buy
+257
New +$9.41K ﹤0.01% 1750
2022
Q1 		– Sell
-24
Closed -$987 – 2497
2021
Q4 		$1K Hold
24
– – ﹤0.01% 2351
2021
Q3 		$1K Hold
24
– – ﹤0.01% 2383
2021
Q2 		$1K Hold
24
– – ﹤0.01% 2342
2021
Q1 		$1K Hold
24
– – ﹤0.01% 2312
2020
Q4 		$2K Buy
+24
New +$1.44K ﹤0.01% 2139
2020
Q2 		– Sell
-55
Closed -$2.05K – 2315
2020
Q1 		$2K Sell
55
-10
-15% -$432 ﹤0.01% 1965
2019
Q4 		$3K Buy
+65
New +$2.74K ﹤0.01% 1833
2019
Q3 		– Sell
-65
Closed -$2.93K – 2224
2019
Q2 		$3K Buy
+65
New +$2.52K ﹤0.01% 1942

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

Concourse Financial Group Securities's IAA Position: Q1 2023 in Review

Concourse Financial Group Securities sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 237 shares — an estimated $9.7K sold.

Concourse Financial Group Securities first reported a position in IAA in Q2 2019 and held it in 11 quarters. The position peaked at $9.48K in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Concourse Financial Group Securities reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 237 IAA, Inc. Common Stock shares in Q1 2023, an estimated $9.7K.
  • Concourse Financial Group Securities first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 11 quarters.
  • Concourse Financial Group Securities's IAA, Inc. Common Stock position peaked at $9.48K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Concourse Financial Group Securities's 13F filing for Q1 2023, filed 15 May 2023.