RWA
IAA

Ropes Wealth Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

Ropes Wealth Advisors’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
-1,625
Closed -$106K – 851
2020
Q4 		$106K Buy
1,625
+25
+2% +$1.5K 0.02% 309
2020
Q3 		$83K Hold
1,600
– – 0.02% 289
2020
Q2 		$62K Buy
1,600
+1,300
+433% +$48.5K 0.01% 294
2020
Q1 		$9K Hold
300
– – ﹤0.01% 432
2019
Q4 		$14K Hold
300
– – ﹤0.01% 447
2019
Q3 		$13K Hold
300
– – ﹤0.01% 460
2019
Q2 		$12K Buy
+300
New +$11.6K ﹤0.01% 471

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 $8.84B AUM 6.92% 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

Ropes Wealth Advisors's IAA Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2021, closing a stake of 1,625 shares — an estimated $106K sold.

Ropes Wealth Advisors first reported a position in IAA in Q2 2019 and held it in 7 quarters. The position peaked at $106K in Q4 2020. 367 funds tracked by Wall St. Rank hold IAA as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,625 IAA, Inc. Common Stock shares in Q1 2021, an estimated $106K.
  • Ropes Wealth Advisors first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 7 quarters.
  • Ropes Wealth Advisors's IAA, Inc. Common Stock position peaked at $106K in Q4 2020.
  • 367 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.