IFAM
IAA

Institutional & Family Asset Management’s IAA, Inc. Common Stock IAA Stock Holding History

Institutional & Family Asset Management’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
-18
Closed -$720 – 766
2022
Q4 		$720 Hold
18
– – ﹤0.01% 632
2022
Q3 		$1K Hold
18
– – ﹤0.01% 695
2022
Q2 		$1K Buy
18
+6
+50% +$220 ﹤0.01% 713
2022
Q1 		$0 Buy
12
+1
+9% +$41 ﹤0.01% 853
2021
Q4 		$1K Hold
11
– – ﹤0.01% 781
2021
Q3 		$1K Sell
11
-8
-42% -$443 ﹤0.01% 894
2021
Q2 		$1K Hold
19
– – ﹤0.01% 932
2021
Q1 		$1K Sell
19
-12
-39% -$712 ﹤0.01% 914
2020
Q4 		$2K Sell
31
-1
-3% -$60 ﹤0.01% 805
2020
Q3 		$2K Hold
32
– – ﹤0.01% 749
2020
Q2 		$1K Sell
32
-9
-22% -$336 ﹤0.01% 821
2020
Q1 		$1K Buy
41
+11
+37% +$475 ﹤0.01% 793
2019
Q4 		$1K Buy
+30
New +$1.26K ﹤0.01% 839

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

Institutional & Family Asset Management's IAA Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 18 shares — an estimated $720 sold.

Institutional & Family Asset Management first reported a position in IAA in Q4 2019 and held it in 13 quarters. The position peaked at $2K in Q4 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Institutional & Family Asset Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 18 IAA, Inc. Common Stock shares in Q1 2023, an estimated $720.
  • Institutional & Family Asset Management first reported a position in IAA, Inc. Common Stock in Q4 2019 and held it in 13 quarters.
  • Institutional & Family Asset Management's IAA, Inc. Common Stock position peaked at $2K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.