Disciplined Investments’s IAA, Inc. Common Stock IAA Stock Holding History

Disciplined Investments’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	-21	Closed	-$840	–	1716
2022 Q4	$840	Buy	21 +9	+75%	+$339	﹤0.01%	975
2022 Q3	$0	Sell	12 -8	-40%	-$284	﹤0.01%	1711
2022 Q2	$1K	Buy	20 +6	+43%	+$220	﹤0.01%	1204
2022 Q1	$1K	Buy	+14	New	+$576	﹤0.01%	1291

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

Disciplined Investments's IAA Position: Q1 2023 in Review

Disciplined Investments sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 21 shares — an estimated $840 sold.

Disciplined Investments first reported a position in IAA in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Disciplined Investments reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Disciplined Investments sold 21 IAA, Inc. Common Stock shares in Q1 2023, an estimated $840.
Disciplined Investments first reported a position in IAA, Inc. Common Stock in Q1 2022 and held it in 4 quarters.
Disciplined Investments's IAA, Inc. Common Stock position peaked at $1K in Q2 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.