OWA
IAA

One Wealth Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

One Wealth 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
2023
Q1 		– Sell
-982
Closed -$39.3K – 634
2022
Q4 		$39.3K Buy
+982
New +$37K 0.01% 452

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

One Wealth Advisors's IAA Position: Q1 2023 in Review

One Wealth Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 982 shares — an estimated $39.3K sold.

One Wealth Advisors first reported a position in IAA in Q4 2022 and held it in 1 quarter. The position peaked at $39.3K in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • One Wealth Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 982 IAA, Inc. Common Stock shares in Q1 2023, an estimated $39.3K.
  • One Wealth Advisors first reported a position in IAA, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's IAA, Inc. Common Stock position peaked at $39.3K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.