OAM
IAA

Oppenheimer Asset Management’s IAA, Inc. Common Stock IAA Stock Holding History

Oppenheimer Asset Management’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
-44,078
Closed -$1.76M – 1197
2022
Q4 		$1.76M Sell
44,078
-5,327
-11% -$201K 0.03% 519
2022
Q3 		$1.57M Buy
49,405
+31,902
+182% +$1.13M 0.03% 519
2022
Q2 		$573K Buy
17,503
+95
+0.5% +$3.48K 0.01% 820
2022
Q1 		$665K Sell
17,408
-999
-5% -$41.1K 0.01% 853
2021
Q4 		$931K Sell
18,407
-903
-5% -$48K 0.01% 796
2021
Q3 		$1.05M Sell
19,310
-734
-4% -$40.7K 0.02% 728
2021
Q2 		$1.09M Buy
20,044
+120
+0.6% +$6.89K 0.02% 715
2021
Q1 		$1.1M Buy
19,924
+1,246
+7% +$73.9K 0.02% 695
2020
Q4 		$1.21M Sell
18,678
-673
-3% -$40.3K 0.02% 623
2020
Q3 		$1.01M Sell
19,351
-3,936
-17% -$183K 0.02% 614
2020
Q2 		$897K Sell
23,287
-5,300
-19% -$198K 0.02% 626
2020
Q1 		$857K Buy
28,587
+4,986
+21% +$215K 0.02% 599
2019
Q4 		$1.11M Buy
23,601
+2,088
+10% +$87.9K 0.02% 599
2019
Q3 		$897K Sell
21,513
-13,678
-39% -$616K 0.02% 645
2019
Q2 		$1.36M Buy
+35,191
New +$1.36M 0.03% 521

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

Oppenheimer Asset Management's IAA Position: Q1 2023 in Review

Oppenheimer Asset Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 44,078 shares — an estimated $1.76M sold.

Oppenheimer Asset Management first reported a position in IAA in Q2 2019 and held it in 15 quarters. The position peaked at $1.76M in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Oppenheimer Asset Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Oppenheimer Asset Management sold 44,078 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1.76M.
  • Oppenheimer Asset Management first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 15 quarters.
  • Oppenheimer Asset Management's IAA, Inc. Common Stock position peaked at $1.76M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Oppenheimer Asset Management's 13F filing for Q1 2023, filed 10 May 2023.