CWP
IAA

Curated Wealth Partners’s IAA, Inc. Common Stock IAA Stock Holding History

Curated Wealth Partners’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
2021
Q4 		– Sell
-8,500
Closed -$464K – 155
2021
Q3 		$464K Hold
8,500
– – 0.26% 78
2021
Q2 		$464K Hold
8,500
– – 0.25% 77
2021
Q1 		$469K Hold
8,500
– – 0.29% 71
2020
Q4 		$552K Buy
+8,500
New +$509K 0.36% 51

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
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Curated Wealth Partners's IAA Position: Q4 2021 in Review

Curated Wealth Partners sold out of IAA, Inc. Common Stock (IAA) in Q4 2021, closing a stake of 8,500 shares — an estimated $464K sold.

Curated Wealth Partners first reported a position in IAA in Q4 2020 and held it in 4 quarters. The position peaked at $552K in Q4 2020. 367 funds tracked by Wall St. Rank hold IAA as of Q4 2021.

  • Curated Wealth Partners reported no remaining IAA, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Curated Wealth Partners sold 8,500 IAA, Inc. Common Stock shares in Q4 2021, an estimated $464K.
  • Curated Wealth Partners first reported a position in IAA, Inc. Common Stock in Q4 2020 and held it in 4 quarters.
  • Curated Wealth Partners's IAA, Inc. Common Stock position peaked at $552K in Q4 2020.
  • 367 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2021.

Based on Curated Wealth Partners's 13F filing for Q4 2021, filed 3 Feb 2022.