FG
IAA

Formula Growth’s IAA, Inc. Common Stock IAA Stock Holding History

Formula Growth’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
-124,815
Closed -$4.99M – 156
2022
Q4 		$4.99M Sell
124,815
-27,000
-18% -$1.02M 1.41% 20
2022
Q3 		$4.83M Sell
151,815
-22,385
-13% -$794K 1.38% 20
2022
Q2 		$5.71M Sell
174,200
-85,000
-33% -$3.11M 1.58% 17
2022
Q1 		$9.91M Buy
259,200
+225,000
+658% +$9.25M 1.87% 9
2021
Q4 		$1.73M Hold
34,200
– – 0.31% 96
2021
Q3 		$1.87M Hold
34,200
– – 0.27% 102
2021
Q2 		$1.86M Hold
34,200
– – 0.26% 105
2021
Q1 		$1.89M Hold
34,200
– – 0.27% 109
2020
Q4 		$2.22M Sell
34,200
-9,500
-22% -$569K 0.37% 75
2020
Q3 		$2.27M Hold
43,700
– – 0.43% 65
2020
Q2 		$1.69M Hold
43,700
– – 0.29% 86
2020
Q1 		$1.31M Hold
43,700
– – 0.25% 87
2019
Q4 		$2.06M Hold
43,700
– – 0.26% 86
2019
Q3 		$1.82M Sell
43,700
-249,846
-85% -$11.3M 0.27% 86
2019
Q2 		$11.4M Buy
+293,546
New +$11.4M 1.63% 18

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 $27.7B AUM 52.44% 1-Year Est. Return

Formula Growth's IAA Position: Q1 2023 in Review

Formula Growth sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 124,815 shares — an estimated $4.99M sold.

Formula Growth first reported a position in IAA in Q2 2019 and held it in 15 quarters. The position peaked at $11.4M in Q2 2019. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Formula Growth reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Formula Growth sold 124,815 IAA, Inc. Common Stock shares in Q1 2023, an estimated $4.99M.
  • Formula Growth first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 15 quarters.
  • Formula Growth's IAA, Inc. Common Stock position peaked at $11.4M in Q2 2019.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Formula Growth's 13F filing for Q1 2023, filed 12 May 2023.