EWM
IAA

Endurance Wealth Management’s IAA, Inc. Common Stock IAA Stock Holding History

Endurance Wealth Management’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
-1,100
Closed -$44K – 671
2022
Q4 		$44K Hold
1,100
– – 0.01% 340
2022
Q3 		$35K Hold
1,100
– – 0.01% 364
2022
Q2 		$36K Hold
1,100
– – 0.01% 362
2022
Q1 		$42K Hold
1,100
– – 0.01% 372
2021
Q4 		$55K Hold
1,100
– – 0.01% 346
2021
Q3 		$60K Hold
1,100
– – 0.01% 338
2021
Q2 		$59K Hold
1,100
– – 0.01% 344
2021
Q1 		$61K Hold
1,100
– – 0.01% 339
2020
Q4 		$71K Hold
1,100
– – 0.01% 283
2020
Q3 		$58K Hold
1,100
– – 0.01% 286
2020
Q2 		$43K Hold
1,100
– – 0.01% 323
2020
Q1 		$33K Hold
1,100
– – 0.01% 321
2019
Q4 		$52K Hold
1,100
– – 0.01% 282
2019
Q3 		$46K Buy
+1,100
New +$49.6K 0.01% 286

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

Endurance Wealth Management's IAA Position: Q1 2023 in Review

Endurance Wealth Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 1,100 shares — an estimated $44K sold.

Endurance Wealth Management first reported a position in IAA in Q3 2019 and held it in 14 quarters. The position peaked at $71K in Q4 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Endurance Wealth Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Endurance Wealth Management sold 1,100 IAA, Inc. Common Stock shares in Q1 2023, an estimated $44K.
  • Endurance Wealth Management first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 14 quarters.
  • Endurance Wealth Management's IAA, Inc. Common Stock position peaked at $71K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Endurance Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.