DBRC
IAA

D.B. Root & Company’s IAA, Inc. Common Stock IAA Stock Holding History

D.B. Root & Company’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
-11,438
Closed -$458K – 170
2022
Q4 		$458K Hold
11,438
– – 0.19% 107
2022
Q3 		$364K Sell
11,438
-228
-2% -$8.09K 0.17% 118
2022
Q2 		$382K Hold
11,666
– – 0.16% 123
2022
Q1 		$446K Buy
11,666
+228
+2% +$9.37K 0.17% 128
2021
Q4 		$578K Buy
11,438
+200
+2% +$10.6K 0.21% 118
2021
Q3 		$613K Sell
11,238
-2,300
-17% -$128K 0.24% 108
2021
Q2 		$738K Buy
13,538
+965
+8% +$55.4K 0.28% 100
2021
Q1 		$693K Buy
12,573
+500
+4% +$29.7K 0.27% 100
2020
Q4 		$784K Buy
12,073
+1,035
+9% +$62K 0.31% 82
2020
Q3 		$574K Sell
11,038
-250
-2% -$11.6K 0.23% 119
2020
Q2 		$435K Buy
11,288
+750
+7% +$28K 0.19% 127
2020
Q1 		$315K Sell
10,538
-1,827
-15% -$78.9K 0.16% 149
2019
Q4 		$581K Buy
12,365
+4,289
+53% +$181K 0.26% 111
2019
Q3 		$337K Buy
+8,076
New +$364K 0.16% 158

Other funds holding IAA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

D.B. Root & Company's IAA Position: Q1 2023 in Review

D.B. Root & Company sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 11,438 shares — an estimated $458K sold.

D.B. Root & Company first reported a position in IAA in Q3 2019 and held it in 14 quarters. The position peaked at $784K in Q4 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • D.B. Root & Company reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • D.B. Root & Company sold 11,438 IAA, Inc. Common Stock shares in Q1 2023, an estimated $458K.
  • D.B. Root & Company first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 14 quarters.
  • D.B. Root & Company's IAA, Inc. Common Stock position peaked at $784K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on D.B. Root & Company's 13F filing for Q1 2023, filed 18 Apr 2023.