SAM
IAA

Shell Asset Management’s IAA, Inc. Common Stock IAA Stock Holding History

Shell Asset 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
-7,306
Closed -$292K – 1343
2022
Q4 		$292K Sell
7,306
-1,548
-17% -$58.4K 0.01% 797
2022
Q3 		$282K Sell
8,854
-2,318
-21% -$82.3K 0.01% 858
2022
Q2 		$366K Buy
11,172
+20
+0.2% +$732 0.01% 883
2022
Q1 		$427K Sell
11,152
-1,648
-13% -$67.8K 0.01% 882
2021
Q4 		$648K Buy
12,800
+56
+0.4% +$2.98K 0.01% 778
2021
Q3 		$695K Sell
12,744
-550
-4% -$30.5K 0.02% 695
2021
Q2 		$725K Buy
13,294
+720
+6% +$41.4K 0.01% 735
2021
Q1 		$693K Sell
12,574
-80
-0.6% -$4.75K 0.01% 695
2020
Q4 		$822K Hold
12,654
– – 0.02% 571
2020
Q3 		$659K Hold
12,654
– – 0.02% 572
2020
Q2 		$488K Sell
12,654
-147
-1% -$5.48K 0.01% 666
2020
Q1 		$384K Sell
12,801
-194
-1% -$8.38K 0.01% 767
2019
Q4 		$612K Sell
12,995
-291
-2% -$12.3K 0.01% 787
2019
Q3 		$554K Sell
13,286
-114
-0.9% -$5.14K 0.01% 844
2019
Q2 		$520K Buy
+13,400
New +$520K 0.01% 904

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

Shell Asset Management's IAA Position: Q1 2023 in Review

Shell Asset Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 7,306 shares — an estimated $292K sold.

Shell Asset Management first reported a position in IAA in Q2 2019 and held it in 15 quarters. The position peaked at $822K in Q4 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Shell Asset Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Shell Asset Management sold 7,306 IAA, Inc. Common Stock shares in Q1 2023, an estimated $292K.
  • Shell Asset Management first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 15 quarters.
  • Shell Asset Management's IAA, Inc. Common Stock position peaked at $822K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Shell Asset Management's 13F filing for Q1 2023, filed 15 May 2023.