MYIA
IAA

Mount Yale Investment Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

Mount Yale 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
Q3 		– Sell
-31,810
Closed -$1.04M – 489
2022
Q2 		$1.04M Sell
31,810
-1,250
-4% -$45.8K 0.13% 171
2022
Q1 		$1.26M Buy
33,060
+3,389
+11% +$139K 0.14% 165
2021
Q4 		$1.5M Sell
29,671
-232
-0.8% -$12.3K 0.16% 144
2021
Q3 		$1.63M Sell
29,903
-731
-2% -$40.5K 0.19% 125
2021
Q2 		$1.67M Buy
30,634
+12,479
+69% +$717K 0.2% 109
2021
Q1 		$1M Sell
18,155
-2,762
-13% -$164K 0.13% 163
2020
Q4 		$1.36M Sell
20,917
-278
-1% -$16.6K 0.19% 120
2020
Q3 		$1.1M Sell
21,195
-792
-4% -$36.9K 0.16% 141
2020
Q2 		$848K Sell
21,987
-1,262
-5% -$47.1K 0.15% 145
2020
Q1 		$697K Buy
23,249
+1,751
+8% +$75.6K 0.16% 133
2019
Q4 		$1.02M Sell
21,498
-2,685
-11% -$113K 0.18% 119
2019
Q3 		$1.04M Buy
24,183
+7,341
+44% +$331K 0.19% 113
2019
Q2 		$806K Buy
+16,842
New +$653K 0.15% 121

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mount Yale Investment Advisors's IAA Position: Q3 2022 in Review

Mount Yale Investment Advisors sold out of IAA, Inc. Common Stock (IAA) in Q3 2022, closing a stake of 31,810 shares — an estimated $1.04M sold.

Mount Yale Investment Advisors first reported a position in IAA in Q2 2019 and held it in 13 quarters. The position peaked at $1.67M in Q2 2021. 303 funds tracked by Wall St. Rank hold IAA as of Q3 2022.

  • Mount Yale Investment Advisors reported no remaining IAA, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 31,810 IAA, Inc. Common Stock shares in Q3 2022, an estimated $1.04M.
  • Mount Yale Investment Advisors first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 13 quarters.
  • Mount Yale Investment Advisors's IAA, Inc. Common Stock position peaked at $1.67M in Q2 2021.
  • 303 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q3 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.