EWA
IAA

EverSource Wealth Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

EverSource Wealth 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
2022
Q2 		– Sell
-104
Closed -$4K – 1940
2022
Q1 		$4K Hold
104
– – ﹤0.01% 1379
2021
Q4 		$5K Buy
+104
New +$5.53K ﹤0.01% 1296

Other funds holding IAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's IAA Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of IAA, Inc. Common Stock (IAA) in Q2 2022, closing a stake of 104 shares — an estimated $4K sold.

EverSource Wealth Advisors first reported a position in IAA in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 328 funds tracked by Wall St. Rank hold IAA as of Q2 2022.

  • EverSource Wealth Advisors reported no remaining IAA, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 104 IAA, Inc. Common Stock shares in Q2 2022, an estimated $4K.
  • EverSource Wealth Advisors first reported a position in IAA, Inc. Common Stock in Q4 2021 and held it in 2 quarters.
  • EverSource Wealth Advisors's IAA, Inc. Common Stock position peaked at $5K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.