Rockefeller Capital Management
IAA

Rockefeller Capital Management’s IAA, Inc. Common Stock IAA Stock Holding History

Rockefeller Capital 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
-229
Closed -$9K – 4193
2022
Q4 		$9K Buy
229
+94
+70% +$3.54K ﹤0.01% 3152
2022
Q3 		$4K Sell
135
-359
-73% -$12.7K ﹤0.01% 3449
2022
Q2 		$16K Sell
494
-2,421
-83% -$88.6K ﹤0.01% 2881
2022
Q1 		$111K Buy
2,915
+2,216
+317% +$91.1K ﹤0.01% 1940
2021
Q4 		$35K Buy
699
+387
+124% +$20.6K ﹤0.01% 2374
2021
Q3 		$17K Sell
312
-178
-36% -$9.87K ﹤0.01% 2668
2021
Q2 		$26K Buy
490
+269
+122% +$15.5K ﹤0.01% 2380
2021
Q1 		$12K Sell
221
-43
-16% -$2.55K ﹤0.01% 2529
2020
Q4 		$17K Sell
264
-326
-55% -$19.5K ﹤0.01% 2076
2020
Q3 		$30K Buy
590
+117
+25% +$5.45K ﹤0.01% 1662
2020
Q2 		$18K Sell
473
-643
-58% -$24K ﹤0.01% 1715
2020
Q1 		$33K Buy
1,116
+182
+19% +$7.86K ﹤0.01% 1366
2019
Q4 		$44K Sell
934
-81
-8% -$3.41K ﹤0.01% 1184
2019
Q3 		$42K Sell
1,015
-55
-5% -$2.48K ﹤0.01% 1024
2019
Q2 		$41K Buy
+1,070
New +$41.5K ﹤0.01% 857

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

Rockefeller Capital Management's IAA Position: Q1 2023 in Review

Rockefeller Capital Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 229 shares — an estimated $9K sold.

Rockefeller Capital Management first reported a position in IAA in Q2 2019 and held it in 15 quarters. The position peaked at $111K in Q1 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Rockefeller Capital Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 229 IAA, Inc. Common Stock shares in Q1 2023, an estimated $9K.
  • Rockefeller Capital Management first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 15 quarters.
  • Rockefeller Capital Management's IAA, Inc. Common Stock position peaked at $111K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.