MPCL
IAA

My Personal CFO LLC’s IAA, Inc. Common Stock IAA Stock Holding History

My Personal CFO LLC’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
-6
Closed -$240 – 891
2022
Q4 		$240 Buy
+6
New +$226 ﹤0.01% 871

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

My Personal CFO LLC's IAA Position: Q1 2023 in Review

My Personal CFO LLC sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 6 shares — an estimated $240 sold.

My Personal CFO LLC first reported a position in IAA in Q4 2022 and held it in 1 quarter. The position peaked at $240 in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • My Personal CFO LLC reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 6 IAA, Inc. Common Stock shares in Q1 2023, an estimated $240.
  • My Personal CFO LLC first reported a position in IAA, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's IAA, Inc. Common Stock position peaked at $240 in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.