HWA
IAA

Heritage Wealth Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

Heritage Wealth Advisors’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
2020
Q1 		– Sell
-21
Closed -$988 – 594
2019
Q4 		$988 Buy
+21
New +$884 ﹤0.01% 668

Other funds holding IAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Advisors's IAA Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2020, closing a stake of 21 shares — an estimated $988 sold.

Heritage Wealth Advisors first reported a position in IAA in Q4 2019 and held it in 1 quarter. The position peaked at $988 in Q4 2019. 319 funds tracked by Wall St. Rank hold IAA as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 21 IAA, Inc. Common Stock shares in Q1 2020, an estimated $988.
  • Heritage Wealth Advisors first reported a position in IAA, Inc. Common Stock in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's IAA, Inc. Common Stock position peaked at $988 in Q4 2019.
  • 319 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.