Lee Financial’s IAA, Inc. Common Stock IAA Stock Holding History

Lee Financial’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	-5	Closed	-$200	–	981
2022 Q4	$200	Hold	5	–	–	﹤0.01%	885
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1058
2022 Q2	$0	Buy	+5	New	+$183	﹤0.01%	1036
2020 Q4	–	Sell	-545	Closed	-$28K	–	565
2020 Q3	$28K	Hold	545	–	–	0.01%	279
2020 Q2	$21K	Hold	545	–	–	0.01%	273
2020 Q1	$16K	Hold	545	–	–	0.01%	248
2019 Q4	$26K	Hold	545	–	–	0.01%	240
2019 Q3	$23K	Buy	+545	New	+$24.6K	0.01%	245

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

Lee Financial's IAA Position: Q1 2023 in Review

Lee Financial sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 5 shares — an estimated $200 sold.

Lee Financial first reported a position in IAA in Q3 2019 and held it in 8 quarters. The position peaked at $28K in Q3 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Lee Financial reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 5 IAA, Inc. Common Stock shares in Q1 2023, an estimated $200.
Lee Financial first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 8 quarters.
Lee Financial's IAA, Inc. Common Stock position peaked at $28K in Q3 2020.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.