PFS
IAA

Prospera Financial Services’s IAA, Inc. Common Stock IAA Stock Holding History

Prospera Financial 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
Q3 		– Sell
-226
Closed -$7K – 1668
2022
Q2 		$7K Sell
226
-52
-19% -$1.9K ﹤0.01% 1424
2022
Q1 		$11K Buy
+278
New +$11.4K ﹤0.01% 2012

Other funds holding IAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prospera Financial Services's IAA Position: Q3 2022 in Review

Prospera Financial Services sold out of IAA, Inc. Common Stock (IAA) in Q3 2022, closing a stake of 226 shares — an estimated $7K sold.

Prospera Financial Services first reported a position in IAA in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 303 funds tracked by Wall St. Rank hold IAA as of Q3 2022.

  • Prospera Financial Services reported no remaining IAA, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 226 IAA, Inc. Common Stock shares in Q3 2022, an estimated $7K.
  • Prospera Financial Services first reported a position in IAA, Inc. Common Stock in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's IAA, Inc. Common Stock position peaked at $11K in Q1 2022.
  • 303 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.