DBIA
IAA

Dumont & Blake Investment Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

Dumont & Blake Investment Advisors’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
Q1 		– Sell
-3,721
Closed -$242K – 205
2020
Q4 		$242K Sell
3,721
-208
-5% -$12.5K 0.08% 170
2020
Q3 		$205K Buy
+3,929
New +$183K 0.08% 170
2020
Q1 		– Sell
-13,881
Closed -$653K – 196
2019
Q4 		$653K Sell
13,881
-200
-1% -$8.42K 0.26% 110
2019
Q3 		$588K Sell
14,081
-1,774
-11% -$79.9K 0.25% 110
2019
Q2 		$615K Buy
+15,855
New +$615K 0.26% 105

Other funds holding IAA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dumont & Blake Investment Advisors's IAA Position: Q1 2021 in Review

Dumont & Blake Investment Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2021, closing a stake of 3,721 shares — an estimated $242K sold.

Dumont & Blake Investment Advisors first reported a position in IAA in Q2 2019 and held it in 5 quarters. The position peaked at $653K in Q4 2019. 367 funds tracked by Wall St. Rank hold IAA as of Q1 2021.

  • Dumont & Blake Investment Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 3,721 IAA, Inc. Common Stock shares in Q1 2021, an estimated $242K.
  • Dumont & Blake Investment Advisors first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 5 quarters.
  • Dumont & Blake Investment Advisors's IAA, Inc. Common Stock position peaked at $653K in Q4 2019.
  • 367 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2021.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2021, filed 3 May 2021.