CGH
IAA

Crossmark Global Holdings’s IAA, Inc. Common Stock IAA Stock Holding History

Crossmark Global Holdings’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
-10,738
Closed -$429K – 1321
2022
Q4 		$429K Sell
10,738
-602
-5% -$22.7K 0.01% 855
2022
Q3 		$361K Sell
11,340
-180
-2% -$6.39K 0.01% 913
2022
Q2 		$378K Sell
11,520
-330
-3% -$12.1K 0.01% 938
2022
Q1 		$453K Sell
11,850
-290
-2% -$11.9K 0.01% 946
2021
Q4 		$615K Buy
12,140
+1,150
+10% +$61.1K 0.01% 809
2021
Q3 		$600K Sell
10,990
-40
-0.4% -$2.22K 0.01% 831
2021
Q2 		$602K Sell
11,030
-90
-0.8% -$5.17K 0.01% 827
2021
Q1 		$613K Sell
11,120
-210
-2% -$12.5K 0.02% 796
2020
Q4 		$736K Buy
11,330
+700
+7% +$41.9K 0.02% 685
2020
Q3 		$554K Buy
+10,630
New +$495K 0.02% 727

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

Crossmark Global Holdings's IAA Position: Q1 2023 in Review

Crossmark Global Holdings sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 10,738 shares — an estimated $429K sold.

Crossmark Global Holdings first reported a position in IAA in Q3 2020 and held it in 10 quarters. The position peaked at $736K in Q4 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Crossmark Global Holdings reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Crossmark Global Holdings sold 10,738 IAA, Inc. Common Stock shares in Q1 2023, an estimated $429K.
  • Crossmark Global Holdings first reported a position in IAA, Inc. Common Stock in Q3 2020 and held it in 10 quarters.
  • Crossmark Global Holdings's IAA, Inc. Common Stock position peaked at $736K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Crossmark Global Holdings's 13F filing for Q1 2023, filed 12 May 2023.