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

JFS 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
2023 Q1	–	Sell	-92	Closed	-$3.68K	–	2002
2022 Q4	$3.68K	Sell	92 -13	-12%	-$490	﹤0.01%	1120
2022 Q3	$3K	Sell	105 -63	-38%	-$2.24K	﹤0.01%	1267
2022 Q2	$6K	Buy	168 +11	+7%	+$403	﹤0.01%	966
2022 Q1	$6K	Buy	157 +137	+685%	+$5.63K	﹤0.01%	1010
2021 Q4	$1K	Buy	+20	New	+$1.06K	﹤0.01%	1661

Other funds holding IAA

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JFS Wealth Advisors's IAA Position: Q1 2023 in Review

JFS Wealth Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 92 shares — an estimated $3.68K sold.

JFS Wealth Advisors first reported a position in IAA in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q2 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

JFS Wealth Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
JFS Wealth Advisors sold 92 IAA, Inc. Common Stock shares in Q1 2023, an estimated $3.68K.
JFS Wealth Advisors first reported a position in IAA, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
JFS Wealth Advisors's IAA, Inc. Common Stock position peaked at $6K in Q2 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.