CA
IAA

Crewe Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

Crewe Advisors’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 		– Sell
-126
Closed -$4K – 1334
2022
Q3 		$4K Sell
126
-2,208
-95% -$78.4K ﹤0.01% 926
2022
Q2 		$76K Buy
2,334
+2,086
+841% +$76.4K 0.02% 244
2022
Q1 		$9K Hold
248
– – ﹤0.01% 371
2021
Q4 		$13K Hold
248
– – ﹤0.01% 307
2021
Q3 		$14K Hold
248
– – ﹤0.01% 240
2021
Q2 		$14K Buy
248
+105
+73% +$6.03K ﹤0.01% 247
2021
Q1 		$8K Buy
143
+33
+30% +$1.96K ﹤0.01% 328
2020
Q4 		$7K Buy
110
+50
+83% +$2.99K ﹤0.01% 317
2020
Q3 		$3K Hold
60
– – ﹤0.01% 466
2020
Q2 		$2K Buy
+60
New +$2.24K ﹤0.01% 207
2020
Q1 		– Sell
-53
Closed -$2K – 257
2019
Q4 		$2K Sell
53
-817
-94% -$34.4K ﹤0.01% 243
2019
Q3 		$36K Hold
870
– – 0.02% 135
2019
Q2 		$34K Buy
+870
New +$33.7K 0.01% 160

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

Crewe Advisors's IAA Position: Q4 2022 in Review

Crewe Advisors sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 126 shares — an estimated $4K sold.

Crewe Advisors first reported a position in IAA in Q2 2019 and held it in 13 quarters. The position peaked at $76K in Q2 2022. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

  • Crewe Advisors reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 126 IAA, Inc. Common Stock shares in Q4 2022, an estimated $4K.
  • Crewe Advisors first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 13 quarters.
  • Crewe Advisors's IAA, Inc. Common Stock position peaked at $76K in Q2 2022.
  • 321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.