EWM
IAA

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

Executive 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
2019
Q3 		– Sell
-135
Closed -$5K – 870
2019
Q2 		$5K Buy
+135
New +$5.24K ﹤0.01% 731

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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Executive Wealth Management's IAA Position: Q3 2019 in Review

Executive Wealth Management sold out of IAA, Inc. Common Stock (IAA) in Q3 2019, closing a stake of 135 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in IAA in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 344 funds tracked by Wall St. Rank hold IAA as of Q3 2019.

  • Executive Wealth Management reported no remaining IAA, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 135 IAA, Inc. Common Stock shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's IAA, Inc. Common Stock position peaked at $5K in Q2 2019.
  • 344 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.