Schubert & Co’s IAA, Inc. Common Stock IAA Stock Holding History

Schubert & Co’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	-63	Closed	-$2.52K	–	1691
2022 Q4	$2.52K	Buy	63 +4	+7%	+$151	﹤0.01%	755
2022 Q3	$2K	Buy	59 +7	+13%	+$248	﹤0.01%	964
2022 Q2	$2K	Buy	52 +40	+333%	+$1.47K	﹤0.01%	940
2022 Q1	$0	Buy	12 +3	+33%	+$123	﹤0.01%	1415
2021 Q4	$0	Buy	+9	New	+$478	﹤0.01%	1366

Other funds holding IAA

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Schubert & Co's IAA Position: Q1 2023 in Review

Schubert & Co sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 63 shares — an estimated $2.52K sold.

Schubert & Co first reported a position in IAA in Q4 2021 and held it in 5 quarters. The position peaked at $2.52K in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Schubert & Co reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Schubert & Co sold 63 IAA, Inc. Common Stock shares in Q1 2023, an estimated $2.52K.
Schubert & Co first reported a position in IAA, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
Schubert & Co's IAA, Inc. Common Stock position peaked at $2.52K in Q4 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Schubert & Co's 13F filing for Q1 2023, filed 2 May 2023.