Covestor’s IAA, Inc. Common Stock IAA Stock Holding History

Covestor’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	-244	Closed	-$10K	–	2778
2022 Q4	$10K	Sell	244 -1	-0.4%	-$38	0.01%	1351
2022 Q3	$8K	Sell	245 -572	-70%	-$20.3K	0.01%	1371
2022 Q2	$27K	Sell	817 -470	-37%	-$17.2K	0.02%	926
2022 Q1	$49K	Buy	1,287 +656	+104%	+$27K	0.03%	815
2021 Q4	$32K	Buy	+631	New	+$33.5K	0.04%	739

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

Covestor's IAA Position: Q1 2023 in Review

Covestor sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 244 shares — an estimated $10K sold.

Covestor first reported a position in IAA in Q4 2021 and held it in 5 quarters. The position peaked at $49K in Q1 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Covestor reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Covestor sold 244 IAA, Inc. Common Stock shares in Q1 2023, an estimated $10K.
Covestor first reported a position in IAA, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
Covestor's IAA, Inc. Common Stock position peaked at $49K in Q1 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.