RJT
IAA

Raymond James Trust’s IAA, Inc. Common Stock IAA Stock Holding History

Raymond James Trust’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
-14,501
Closed -$580K – 1203
2022
Q4 		$580K Sell
14,501
-603
-4% -$22.7K 0.02% 548
2022
Q3 		$481K Buy
15,104
+1,371
+10% +$48.7K 0.02% 592
2022
Q2 		$450K Sell
13,733
-219
-2% -$8.02K 0.02% 622
2022
Q1 		$533K Buy
13,952
+4,994
+56% +$205K 0.02% 618
2021
Q4 		$453K Sell
8,958
-178
-2% -$9.46K 0.01% 690
2021
Q3 		$498K Sell
9,136
-89
-1% -$4.93K 0.02% 621
2021
Q2 		$503K Sell
9,225
-1,041
-10% -$59.8K 0.02% 597
2021
Q1 		$566K Buy
10,266
+1,063
+12% +$63.1K 0.02% 546
2020
Q4 		$598K Sell
9,203
-381
-4% -$22.8K 0.02% 478
2020
Q3 		$499K Buy
9,584
+1,056
+12% +$49.2K 0.02% 496
2020
Q2 		$329K Buy
8,528
+1,704
+25% +$63.6K 0.02% 624
2020
Q1 		$205K Sell
6,824
-2,690
-28% -$116K 0.01% 703
2019
Q4 		$448K Buy
9,514
+501
+6% +$21.1K 0.02% 504
2019
Q3 		$376K Buy
+9,013
New +$406K 0.02% 559

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

Raymond James Trust's IAA Position: Q1 2023 in Review

Raymond James Trust sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 14,501 shares — an estimated $580K sold.

Raymond James Trust first reported a position in IAA in Q3 2019 and held it in 14 quarters. The position peaked at $598K in Q4 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Raymond James Trust reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Raymond James Trust sold 14,501 IAA, Inc. Common Stock shares in Q1 2023, an estimated $580K.
  • Raymond James Trust first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 14 quarters.
  • Raymond James Trust's IAA, Inc. Common Stock position peaked at $598K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Raymond James Trust's 13F filing for Q1 2023, filed 3 May 2023.