LPL Financial
IAA

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

LPL 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
-23,182
Closed -$927K – 4646
2022
Q4 		$927K Sell
23,182
-12,704
-35% -$479K ﹤0.01% 2710
2022
Q3 		$1.14M Buy
35,886
+8,310
+30% +$295K ﹤0.01% 2433
2022
Q2 		$913K Buy
27,576
+3,011
+12% +$110K ﹤0.01% 2637
2022
Q1 		$940K Sell
24,565
-11,374
-32% -$468K ﹤0.01% 2667
2021
Q4 		$1.82M Sell
35,939
-15,938
-31% -$847K ﹤0.01% 2165
2021
Q3 		$2.84M Buy
51,877
+15,178
+41% +$841K ﹤0.01% 1786
2021
Q2 		$2M Sell
36,699
-72
-0.2% -$4.14K ﹤0.01% 1977
2021
Q1 		$2.03M Buy
36,771
+25,680
+232% +$1.52M ﹤0.01% 1827
2020
Q4 		$721K Buy
11,091
+1,519
+16% +$90.9K ﹤0.01% 2444
2020
Q3 		$498K Buy
9,572
+906
+10% +$42.2K ﹤0.01% 2460
2020
Q2 		$334K Sell
8,666
-957
-10% -$35.7K ﹤0.01% 2754
2020
Q1 		$288K Buy
9,623
+1,270
+15% +$54.9K ﹤0.01% 2535
2019
Q4 		$397K Buy
8,353
+2,232
+36% +$94K ﹤0.01% 2560
2019
Q3 		$255K Buy
+6,121
New +$276K ﹤0.01% 2814

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

LPL Financial's IAA Position: Q1 2023 in Review

LPL Financial sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 23,182 shares — an estimated $927K sold.

LPL Financial first reported a position in IAA in Q3 2019 and held it in 14 quarters. The position peaked at $2.84M in Q3 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • LPL Financial reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 23,182 IAA, Inc. Common Stock shares in Q1 2023, an estimated $927K.
  • LPL Financial first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 14 quarters.
  • LPL Financial's IAA, Inc. Common Stock position peaked at $2.84M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.