PWPS
IAA

Pinnacle Wealth Planning Services’s IAA, Inc. Common Stock IAA Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-1,679
Closed -$109K – 2142
2020
Q4 		$109K Buy
+1,679
New +$101K 0.03% 439

Other funds holding IAA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's IAA Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of IAA, Inc. Common Stock (IAA) in Q1 2021, closing a stake of 1,679 shares — an estimated $109K sold.

Pinnacle Wealth Planning Services first reported a position in IAA in Q4 2020 and held it in 1 quarter. The position peaked at $109K in Q4 2020. 367 funds tracked by Wall St. Rank hold IAA as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining IAA, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,679 IAA, Inc. Common Stock shares in Q1 2021, an estimated $109K.
  • Pinnacle Wealth Planning Services first reported a position in IAA, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's IAA, Inc. Common Stock position peaked at $109K in Q4 2020.
  • 367 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.