CWS
IAA

Confluence Wealth Services’s IAA, Inc. Common Stock IAA Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-580
Closed -$29K – 1267
2021
Q4 		$29K Buy
+580
New +$30.8K 0.01% 628

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Confluence Wealth Services's IAA Position: Q1 2022 in Review

Confluence Wealth Services sold out of IAA, Inc. Common Stock (IAA) in Q1 2022, closing a stake of 580 shares — an estimated $29K sold.

Confluence Wealth Services first reported a position in IAA in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 336 funds tracked by Wall St. Rank hold IAA as of Q1 2022.

  • Confluence Wealth Services reported no remaining IAA, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 580 IAA, Inc. Common Stock shares in Q1 2022, an estimated $29K.
  • Confluence Wealth Services first reported a position in IAA, Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's IAA, Inc. Common Stock position peaked at $29K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.