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 – 3021
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% 2750
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 $5.7T AUM 30.48% 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 $9.8B AUM 16.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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 $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return