LWCFA
IAA

Loring Wolcott & Coolidge Fiduciary Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q4 		– Sell
-26
Closed -$1K – 780
2021
Q3 		$1K Hold
26
– – ﹤0.01% 741
2021
Q2 		$1K Buy
+26
New +$1.49K ﹤0.01% 940

Other funds holding IAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $14.7B AUM 12.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IAA Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of IAA, Inc. Common Stock (IAA) in Q4 2021, closing a stake of 26 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IAA in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 367 funds tracked by Wall St. Rank hold IAA as of Q4 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining IAA, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 26 IAA, Inc. Common Stock shares in Q4 2021, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IAA, Inc. Common Stock in Q2 2021 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's IAA, Inc. Common Stock position peaked at $1K in Q3 2021.
  • 367 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.