GWM
IAA

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

Geneos 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
2021
Q2 		– Sell
-264
Closed -$16K – 3174
2021
Q1 		$16K Buy
+264
New +$15.7K ﹤0.01% 2193
2019
Q4 		– Sell
-88
Closed -$3K – 2602
2019
Q3 		$3K Hold
88
– – ﹤0.01% 2266
2019
Q2 		$3K Buy
+88
New +$3.41K ﹤0.01% 2273

Other funds holding IAA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geneos Wealth Management's IAA Position: Q2 2021 in Review

Geneos Wealth Management sold out of IAA, Inc. Common Stock (IAA) in Q2 2021, closing a stake of 264 shares — an estimated $16K sold.

Geneos Wealth Management first reported a position in IAA in Q2 2019 and held it in 3 quarters. The position peaked at $16K in Q1 2021. 359 funds tracked by Wall St. Rank hold IAA as of Q2 2021.

  • Geneos Wealth Management reported no remaining IAA, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 264 IAA, Inc. Common Stock shares in Q2 2021, an estimated $16K.
  • Geneos Wealth Management first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 3 quarters.
  • Geneos Wealth Management's IAA, Inc. Common Stock position peaked at $16K in Q1 2021.
  • 359 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.