CPG
IAA

Cornerstone Planning Group’s IAA, Inc. Common Stock IAA Stock Holding History

Cornerstone Planning Group’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
Q4 		$2.56K Buy
+64
New +$2.41K ﹤0.01% 1127

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 $8.84B AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Planning Group's IAA Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in IAA, Inc. Common Stock (IAA) in Q4 2022: 64 shares worth $2.56K. The stake represents ﹤0.01% of the portfolio and ranks #1127 among its holdings.

321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

  • Cornerstone Planning Group held 64 shares of IAA, Inc. Common Stock worth $2.56K as of Q4 2022.
  • IAA, Inc. Common Stock was a new Cornerstone Planning Group position in Q4 2022.
  • IAA, Inc. Common Stock made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #1127 holding.
  • 321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.