MWM
IAA

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

Mission Wealth 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
2021
Q1 		– Sell
-3,430
Closed -$223K – 456
2020
Q4 		$223K Sell
3,430
-715
-17% -$42.8K 0.01% 388
2020
Q3 		$216K Buy
+4,145
New +$193K 0.02% 331
2020
Q1 		– Sell
-4,699
Closed -$221K – 351
2019
Q4 		$221K Buy
+4,699
New +$198K 0.02% 310
2019
Q3 		– Sell
-5,289
Closed -$205K – 334
2019
Q2 		$205K Buy
+5,289
New +$205K 0.02% 305

Other funds holding IAA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mission Wealth Management's IAA Position: Q1 2021 in Review

Mission Wealth Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2021, closing a stake of 3,430 shares — an estimated $223K sold.

Mission Wealth Management first reported a position in IAA in Q2 2019 and held it in 4 quarters. The position peaked at $223K in Q4 2020. 367 funds tracked by Wall St. Rank hold IAA as of Q1 2021.

  • Mission Wealth Management reported no remaining IAA, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Mission Wealth Management sold 3,430 IAA, Inc. Common Stock shares in Q1 2021, an estimated $223K.
  • Mission Wealth Management first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 4 quarters.
  • Mission Wealth Management's IAA, Inc. Common Stock position peaked at $223K in Q4 2020.
  • 367 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2021.

Based on Mission Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.