LWAM
IAA

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

Legacy Wealth 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
-11,483
Closed -$459K – 343
2022
Q4 		$459K Buy
11,483
+2,543
+28% +$95.9K 0.17% 202
2022
Q3 		$285K Buy
+8,940
New +$317K 0.12% 270

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

Legacy Wealth Asset Management's IAA Position: Q1 2023 in Review

Legacy Wealth Asset Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 11,483 shares — an estimated $459K sold.

Legacy Wealth Asset Management first reported a position in IAA in Q3 2022 and held it in 2 quarters. The position peaked at $459K in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Legacy Wealth Asset Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 11,483 IAA, Inc. Common Stock shares in Q1 2023, an estimated $459K.
  • Legacy Wealth Asset Management first reported a position in IAA, Inc. Common Stock in Q3 2022 and held it in 2 quarters.
  • Legacy Wealth Asset Management's IAA, Inc. Common Stock position peaked at $459K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.