OIS
IAA

Okabena Investment Services’s IAA, Inc. Common Stock IAA Stock Holding History

Okabena Investment Services’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
Q4 		– Sell
-174
Closed -$6K – 258
2022
Q3 		$6K Hold
174
– – ﹤0.01% 159
2022
Q2 		$6K Buy
+174
New +$6.37K ﹤0.01% 161
2022
Q1 		– Sell
-1,834
Closed -$93K – 201
2021
Q4 		$93K Buy
+1,834
New +$97.5K 0.04% 128

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Okabena Investment Services's IAA Position: Q4 2022 in Review

Okabena Investment Services sold out of IAA, Inc. Common Stock (IAA) in Q4 2022, closing a stake of 174 shares — an estimated $6K sold.

Okabena Investment Services first reported a position in IAA in Q4 2021 and held it in 3 quarters. The position peaked at $93K in Q4 2021. 321 funds tracked by Wall St. Rank hold IAA as of Q4 2022.

  • Okabena Investment Services reported no remaining IAA, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Okabena Investment Services sold 174 IAA, Inc. Common Stock shares in Q4 2022, an estimated $6K.
  • Okabena Investment Services first reported a position in IAA, Inc. Common Stock in Q4 2021 and held it in 3 quarters.
  • Okabena Investment Services's IAA, Inc. Common Stock position peaked at $93K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2022.

Based on Okabena Investment Services's 13F filing for Q4 2022, filed 8 Feb 2023.