EI
IAA

Ellevest Inc’s IAA, Inc. Common Stock IAA Stock Holding History

Ellevest Inc’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
-521
Closed -$20.8K – 2113
2022
Q4 		$20.8K Buy
521
+320
+159% +$12.1K ﹤0.01% 839
2022
Q3 		$6K Buy
201
+10
+5% +$355 ﹤0.01% 1154
2022
Q2 		$6K Buy
191
+31
+19% +$1.14K ﹤0.01% 990
2022
Q1 		$6K Buy
160
+68
+74% +$2.8K ﹤0.01% 1017
2021
Q4 		$5K Buy
+92
New +$4.89K ﹤0.01% 1026

Other funds holding IAA

IA
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Ellevest Inc's IAA Position: Q1 2023 in Review

Ellevest Inc sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 521 shares — an estimated $20.8K sold.

Ellevest Inc first reported a position in IAA in Q4 2021 and held it in 5 quarters. The position peaked at $20.8K in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Ellevest Inc reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 521 IAA, Inc. Common Stock shares in Q1 2023, an estimated $20.8K.
  • Ellevest Inc first reported a position in IAA, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
  • Ellevest Inc's IAA, Inc. Common Stock position peaked at $20.8K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.