MGIA
IAA

Moneta Group Investment Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

Moneta Group Investment 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
-4,524
Closed -$229K – 503
2021
Q4 		$229K Sell
4,524
-112
-2% -$5.95K 0.01% 430
2021
Q3 		$253K Buy
4,636
+89
+2% +$4.93K 0.01% 391
2021
Q2 		$248K Buy
4,547
+158
+4% +$9.08K 0.01% 398
2021
Q1 		$242K Buy
+4,389
New +$260K 0.01% 373

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
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 $14.7B AUM 12.5% 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

Moneta Group Investment Advisors's IAA Position: Q1 2022 in Review

Moneta Group Investment Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2022, closing a stake of 4,524 shares — an estimated $229K sold.

Moneta Group Investment Advisors first reported a position in IAA in Q1 2021 and held it in 4 quarters. The position peaked at $253K in Q3 2021. 336 funds tracked by Wall St. Rank hold IAA as of Q1 2022.

  • Moneta Group Investment Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,524 IAA, Inc. Common Stock shares in Q1 2022, an estimated $229K.
  • Moneta Group Investment Advisors first reported a position in IAA, Inc. Common Stock in Q1 2021 and held it in 4 quarters.
  • Moneta Group Investment Advisors's IAA, Inc. Common Stock position peaked at $253K in Q3 2021.
  • 336 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2022, filed 11 May 2022.