HIA
IAA

Harbor Investment Advisory’s IAA, Inc. Common Stock IAA Stock Holding History

Harbor Investment Advisory’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
2022
Q4 		– Sell
-1,936
Closed -$62K – 1393
2022
Q3 		$62K Hold
1,936
– – 0.01% 615
2022
Q2 		$63K Hold
1,936
– – 0.01% 634
2022
Q1 		$74K Hold
1,936
– – 0.01% 623
2021
Q4 		$98K Sell
1,936
-20
-1% -$1.06K 0.01% 542
2021
Q3 		$107K Buy
+1,956
New +$108K 0.01% 510

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harbor Investment Advisory's IAA Position: Q4 2022 in Review

Harbor Investment Advisory sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 1,936 shares — an estimated $62K sold.

Harbor Investment Advisory first reported a position in IAA in Q3 2021 and held it in 5 quarters. The position peaked at $107K in Q3 2021. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

  • Harbor Investment Advisory reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,936 IAA, Inc. Common Stock shares in Q4 2022, an estimated $62K.
  • Harbor Investment Advisory first reported a position in IAA, Inc. Common Stock in Q3 2021 and held it in 5 quarters.
  • Harbor Investment Advisory's IAA, Inc. Common Stock position peaked at $107K in Q3 2021.
  • 321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Harbor Investment Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.