SFS
IAA

Sowell Financial Services’s IAA, Inc. Common Stock IAA Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-26
Closed -$2K – 3015
2021
Q1 		$2K Sell
26
-1
-4% -$59 ﹤0.01% 2871
2020
Q4 		$2K Buy
27
+7
+35% +$419 ﹤0.01% 2517
2020
Q3 		$1K Buy
20
+14
+233% +$652 ﹤0.01% 2471
2020
Q2 		$0 Sell
6
-24
-80% -$895 ﹤0.01% 2734
2020
Q1 		$1K Sell
30
-361
-92% -$15.6K ﹤0.01% 2360
2019
Q4 		$18K Sell
391
-53
-12% -$2.23K ﹤0.01% 1481
2019
Q3 		$19K Buy
+444
New +$20K ﹤0.01% 1307

Other funds holding IAA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's IAA Position: Q2 2021 in Review

Sowell Financial Services sold out of IAA, Inc. Common Stock (IAA) in Q2 2021, closing a stake of 26 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in IAA in Q3 2019 and held it in 7 quarters. The position peaked at $19K in Q3 2019. 359 funds tracked by Wall St. Rank hold IAA as of Q2 2021.

  • Sowell Financial Services reported no remaining IAA, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 26 IAA, Inc. Common Stock shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's IAA, Inc. Common Stock position peaked at $19K in Q3 2019.
  • 359 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.