JWM
IAA

Jeppson Wealth Management’s IAA, Inc. Common Stock IAA Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-260
Closed -$14K – 492
2020
Q3 		$14K Buy
+260
New +$12.1K 0.01% 365

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
TP
Third Point New York $2.08B AUM 27.04% 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
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 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

Jeppson Wealth Management's IAA Position: Q4 2020 in Review

Jeppson Wealth Management sold out of IAA, Inc. Common Stock (IAA) in Q4 2020, closing a stake of 260 shares — an estimated $14K sold.

Jeppson Wealth Management first reported a position in IAA in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 373 funds tracked by Wall St. Rank hold IAA as of Q4 2020.

  • Jeppson Wealth Management reported no remaining IAA, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 260 IAA, Inc. Common Stock shares in Q4 2020, an estimated $14K.
  • Jeppson Wealth Management first reported a position in IAA, Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's IAA, Inc. Common Stock position peaked at $14K in Q3 2020.
  • 373 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.