GRP
IAA

Global Retirement Partners’s IAA, Inc. Common Stock IAA Stock Holding History

Global Retirement Partners’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
-413
Closed -$16.5K – 3380
2022
Q4 		$16.5K Sell
413
-17
-4% -$641 ﹤0.01% 1557
2022
Q3 		$16K Sell
430
-15
-3% -$532 ﹤0.01% 1499
2022
Q2 		$15K Hold
445
– – ﹤0.01% 1476
2022
Q1 		$17K Buy
+445
New +$18.3K ﹤0.01% 1421
2021
Q4 		– Sell
-195
Closed -$11K – 1968
2021
Q3 		$11K Buy
195
+79
+68% +$4.38K ﹤0.01% 1412
2021
Q2 		$6K Buy
116
+81
+231% +$4.65K ﹤0.01% 1542
2021
Q1 		$2K Sell
35
-130
-79% -$7.71K ﹤0.01% 1687
2020
Q4 		$11K Sell
165
-98
-37% -$5.87K ﹤0.01% 1250
2020
Q3 		$14K Hold
263
– – ﹤0.01% 1055
2020
Q2 		$10K Hold
263
– – ﹤0.01% 1126
2020
Q1 		$8K Hold
263
– – ﹤0.01% 1117
2019
Q4 		$12K Buy
263
+15
+6% +$632 ﹤0.01% 1120
2019
Q3 		$10K Buy
248
+93
+60% +$4.19K ﹤0.01% 1134
2019
Q2 		$6K Buy
+155
New +$6.01K ﹤0.01% 1262

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

Global Retirement Partners's IAA Position: Q1 2023 in Review

Global Retirement Partners sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 413 shares — an estimated $16.5K sold.

Global Retirement Partners first reported a position in IAA in Q2 2019 and held it in 14 quarters. The position peaked at $17K in Q1 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Global Retirement Partners reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Global Retirement Partners sold 413 IAA, Inc. Common Stock shares in Q1 2023, an estimated $16.5K.
  • Global Retirement Partners first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 14 quarters.
  • Global Retirement Partners's IAA, Inc. Common Stock position peaked at $17K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.