Envestnet Asset Management’s IAA, Inc. Common Stock IAA Stock Holding History

Envestnet Asset 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	-153,503	Closed	-$6.14M	–	4167
2022 Q4	$6.14M	Buy	153,503 +5,082	+3%	+$192K	﹤0.01%	1483
2022 Q3	$4.73M	Sell	148,421 -45,618	-24%	-$1.62M	﹤0.01%	1545
2022 Q2	$6.36M	Buy	194,039 +83,963	+76%	+$3.07M	﹤0.01%	1385
2022 Q1	$4.21M	Sell	110,076 -21,264	-16%	-$874K	﹤0.01%	1704
2021 Q4	$6.65M	Sell	131,340 -3,281	-2%	-$174K	﹤0.01%	1425
2021 Q3	$7.35M	Buy	134,621 +680	+0.5%	+$37.7K	﹤0.01%	1311
2021 Q2	$7.3M	Buy	133,941 +33,307	+33%	+$1.91M	﹤0.01%	1302
2021 Q1	$5.55M	Buy	100,634 +8,127	+9%	+$482K	﹤0.01%	1356
2020 Q4	$6.01M	Sell	92,507 -5,785	-6%	-$346K	﹤0.01%	1184
2020 Q3	$5.12M	Buy	98,292 +18	+0%	+$838	﹤0.01%	1157
2020 Q2	$3.79M	Sell	98,274 -11,337	-10%	-$423K	﹤0.01%	1256
2020 Q1	$3.28M	Sell	109,611 -20,111	-16%	-$869K	﹤0.01%	1199
2019 Q4	$6.11M	Sell	129,722 -160	-0.1%	-$6.74K	0.01%	1023
2019 Q3	$5.42M	Sell	129,882 -17,794	-12%	-$802K	0.01%	1022
2019 Q2	$5.73M	Buy	+147,676	New	+$5.73M	0.01%	981

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

Envestnet Asset Management's IAA Position: Q1 2023 in Review

Envestnet Asset Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 153,503 shares — an estimated $6.14M sold.

Envestnet Asset Management first reported a position in IAA in Q2 2019 and held it in 15 quarters. The position peaked at $7.35M in Q3 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Envestnet Asset Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Envestnet Asset Management sold 153,503 IAA, Inc. Common Stock shares in Q1 2023, an estimated $6.14M.
Envestnet Asset Management first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 15 quarters.
Envestnet Asset Management's IAA, Inc. Common Stock position peaked at $7.35M in Q3 2021.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.