GWS
IAA

Glassman Wealth Services’s IAA, Inc. Common Stock IAA Stock Holding History

Glassman Wealth Services’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
-87
Closed -$3.48K – 2032
2022
Q4 		$3.48K Hold
87
– – ﹤0.01% 1125
2022
Q3 		$3K Sell
87
-305
-78% -$10.8K ﹤0.01% 1172
2022
Q2 		$13K Buy
392
+5
+1% +$183 ﹤0.01% 745
2022
Q1 		$15K Buy
387
+352
+1,006% +$14.5K ﹤0.01% 733
2021
Q4 		$2K Buy
35
+4
+13% +$213 ﹤0.01% 1271
2021
Q3 		$2K Hold
31
– – ﹤0.01% 1247
2021
Q2 		$2K Hold
31
– – ﹤0.01% 1205
2021
Q1 		$2K Hold
31
– – ﹤0.01% 1167
2020
Q4 		$2K Hold
31
– – ﹤0.01% 1126
2020
Q3 		$2K Hold
31
– – ﹤0.01% 1060
2020
Q2 		$1K Sell
31
-2
-6% -$75 ﹤0.01% 1161
2020
Q1 		$1K Hold
33
– – ﹤0.01% 1045
2019
Q4 		$2K Buy
33
+5
+18% +$211 ﹤0.01% 815
2019
Q3 		$1K Hold
28
– – ﹤0.01% 972
2019
Q2 		$1K Buy
+28
New +$1.09K ﹤0.01% 981

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 $24.3B AUM 34.41% 1-Year Est. Return

Glassman Wealth Services's IAA Position: Q1 2023 in Review

Glassman Wealth Services sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 87 shares — an estimated $3.48K sold.

Glassman Wealth Services first reported a position in IAA in Q2 2019 and held it in 15 quarters. The position peaked at $15K in Q1 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Glassman Wealth Services reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 87 IAA, Inc. Common Stock shares in Q1 2023, an estimated $3.48K.
  • Glassman Wealth Services first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 15 quarters.
  • Glassman Wealth Services's IAA, Inc. Common Stock position peaked at $15K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.