HWMA
IAA

Heritage Wealth Management (Arizona)’s IAA, Inc. Common Stock IAA Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-40
Closed -$2K – 1075
2022
Q1 		$2K Buy
+40
New +$1.64K ﹤0.01% 923
2021
Q3 		$2K Buy
+40
New +$2.22K ﹤0.01% 839

Other funds holding IAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IAA Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of IAA, Inc. Common Stock (IAA) in Q2 2022, closing a stake of 40 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in IAA in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 328 funds tracked by Wall St. Rank hold IAA as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining IAA, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 40 IAA, Inc. Common Stock shares in Q2 2022, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in IAA, Inc. Common Stock in Q3 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s IAA, Inc. Common Stock position peaked at $2K in Q1 2022.
  • 328 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.