CVA Family Office’s IAA, Inc. Common Stock IAA Stock Holding History

CVA Family Office’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	-125	Closed	-$5K	–	1018
2022 Q4	$5K	Sell	125 -20	-14%	-$754	﹤0.01%	737
2022 Q3	$5K	Hold	145	–	–	﹤0.01%	728
2022 Q2	$5K	Buy	+145	New	+$5.31K	﹤0.01%	752
2022 Q1	–	Sell	-275	Closed	-$14K	–	1009
2021 Q4	$14K	Buy	+275	New	+$14.6K	﹤0.01%	595
2021 Q2	–	Sell	-15	Closed	-$1K	–	993
2021 Q1	$1K	Buy	+15	New	+$890	﹤0.01%	770

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

CVA Family Office's IAA Position: Q1 2023 in Review

CVA Family Office sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 125 shares — an estimated $5K sold.

CVA Family Office first reported a position in IAA in Q1 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

CVA Family Office reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
CVA Family Office sold 125 IAA, Inc. Common Stock shares in Q1 2023, an estimated $5K.
CVA Family Office first reported a position in IAA, Inc. Common Stock in Q1 2021 and held it in 5 quarters.
CVA Family Office's IAA, Inc. Common Stock position peaked at $14K in Q4 2021.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on CVA Family Office's 13F filing for Q1 2023, filed 27 Apr 2023.