LWA
IAA

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

Lenox 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
2022
Q1 		– Sell
-11
Closed -$1K – 1040
2021
Q4 		$1K Buy
+11
New +$585 ﹤0.01% 944
2021
Q3 		– Sell
-90
Closed -$5K – 805
2021
Q2 		$5K Hold
90
– – ﹤0.01% 573
2021
Q1 		$5K Sell
90
-230
-72% -$13.7K ﹤0.01% 520
2020
Q4 		$21K Hold
320
– – ﹤0.01% 310
2020
Q3 		$17K Hold
320
– – ﹤0.01% 315
2020
Q2 		$12K Buy
320
+28
+10% +$1.04K ﹤0.01% 361
2020
Q1 		$9K Buy
292
+97
+50% +$4.19K ﹤0.01% 361
2019
Q4 		$9K Buy
195
+90
+86% +$3.79K ﹤0.01% 429
2019
Q3 		$4K Buy
+105
New +$4.73K ﹤0.01% 432

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Lenox Wealth Advisors's IAA Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2022, closing a stake of 11 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in IAA in Q3 2019 and held it in 9 quarters. The position peaked at $21K in Q4 2020. 336 funds tracked by Wall St. Rank hold IAA as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 11 IAA, Inc. Common Stock shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 9 quarters.
  • Lenox Wealth Advisors's IAA, Inc. Common Stock position peaked at $21K in Q4 2020.
  • 336 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.