Oakworth Capital’s IAA, Inc. Common Stock IAA Stock Holding History

Oakworth Capital’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	-581	Closed	-$23.2K	–	590
2022 Q4	$23.2K	Hold	581	–	–	﹤0.01%	353
2022 Q3	$18K	Hold	581	–	–	﹤0.01%	394
2022 Q2	$19K	Hold	581	–	–	﹤0.01%	386
2022 Q1	$22K	Hold	581	–	–	﹤0.01%	379
2021 Q4	$29K	Hold	581	–	–	﹤0.01%	386
2021 Q3	$31K	Hold	581	–	–	﹤0.01%	361
2021 Q2	$31K	Hold	581	–	–	﹤0.01%	368
2021 Q1	$33K	Hold	581	–	–	﹤0.01%	352
2020 Q4	$37K	Hold	581	–	–	﹤0.01%	315
2020 Q3	$30K	Hold	581	–	–	﹤0.01%	337
2020 Q2	$23K	Hold	581	–	–	﹤0.01%	340
2020 Q1	$17K	Sell	581 -131	-18%	-$5.66K	﹤0.01%	341
2019 Q4	$34K	Sell	712 -15	-2%	-$632	0.01%	326
2019 Q3	$30K	Buy	+727	New	+$32.8K	0.01%	341

Other funds holding IAA

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Oakworth Capital's IAA Position: Q1 2023 in Review

Oakworth Capital sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 581 shares — an estimated $23.2K sold.

Oakworth Capital first reported a position in IAA in Q3 2019 and held it in 14 quarters. The position peaked at $37K in Q4 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Oakworth Capital reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Oakworth Capital sold 581 IAA, Inc. Common Stock shares in Q1 2023, an estimated $23.2K.
Oakworth Capital first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 14 quarters.
Oakworth Capital's IAA, Inc. Common Stock position peaked at $37K in Q4 2020.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Oakworth Capital's 13F filing for Q1 2023, filed 2 May 2023.