HSA
IAA

HBK Sorce Advisory’s IAA, Inc. Common Stock IAA Stock Holding History

HBK Sorce 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
Q3 		– Sell
-19,114
Closed -$626K – 651
2022
Q2 		$626K Sell
19,114
-576
-3% -$21.1K 0.05% 209
2022
Q1 		$753K Buy
19,690
+3,389
+21% +$139K 0.04% 237
2021
Q4 		$825K Sell
16,301
-158
-1% -$8.4K 0.04% 237
2021
Q3 		$898K Buy
16,459
+162
+1% +$8.98K 0.05% 223
2021
Q2 		$889K Sell
16,297
-95
-0.6% -$5.46K 0.05% 216
2021
Q1 		$904K Buy
16,392
+1,100
+7% +$65.3K 0.05% 201
2020
Q4 		$994K Buy
15,292
+2,343
+18% +$140K 0.06% 188
2020
Q3 		$674K Buy
12,949
+550
+4% +$25.6K 0.05% 211
2020
Q2 		$478K Buy
12,399
+849
+7% +$31.7K 0.04% 254
2020
Q1 		$346K Sell
11,550
-2,272
-16% -$98.1K 0.03% 275
2019
Q4 		$650K Sell
13,822
-376
-3% -$15.8K 0.06% 226
2019
Q3 		$592K Sell
14,198
-1,284
-8% -$57.8K 0.06% 230
2019
Q2 		$600K Buy
+15,482
New +$600K 0.06% 223

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 $8.84B AUM 6.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Sorce Advisory's IAA Position: Q3 2022 in Review

HBK Sorce Advisory sold out of IAA, Inc. Common Stock (IAA) in Q3 2022, closing a stake of 19,114 shares — an estimated $626K sold.

HBK Sorce Advisory first reported a position in IAA in Q2 2019 and held it in 13 quarters. The position peaked at $994K in Q4 2020. 303 funds tracked by Wall St. Rank hold IAA as of Q3 2022.

  • HBK Sorce Advisory reported no remaining IAA, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • HBK Sorce Advisory sold 19,114 IAA, Inc. Common Stock shares in Q3 2022, an estimated $626K.
  • HBK Sorce Advisory first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 13 quarters.
  • HBK Sorce Advisory's IAA, Inc. Common Stock position peaked at $994K in Q4 2020.
  • 303 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q3 2022.

Based on HBK Sorce Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.