Spire Wealth Management’s IAA, Inc. Common Stock IAA Stock Holding History

Spire Wealth 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	-30	Closed	-$1K	–	2625
2022 Q4	$1K	Hold	30	–	–	﹤0.01%	2289
2022 Q3	$1K	Sell	30 -15	-33%	-$532	﹤0.01%	2161
2022 Q2	$1K	Buy	45 +15	+50%	+$549	﹤0.01%	2628
2022 Q1	$1K	Sell	30 -31	-51%	-$1.27K	﹤0.01%	2498
2021 Q4	$3K	Buy	61 +31	+103%	+$1.65K	﹤0.01%	2742
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	2509
2021 Q2	$2K	Sell	30 -276	-90%	-$15.9K	﹤0.01%	2517
2021 Q1	$17K	Buy	+306	New	+$18.2K	﹤0.01%	2229

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

Spire Wealth Management's IAA Position: Q1 2023 in Review

Spire Wealth Management sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 30 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in IAA in Q1 2021 and held it in 8 quarters. The position peaked at $17K in Q1 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Spire Wealth Management reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 30 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1K.
Spire Wealth Management first reported a position in IAA, Inc. Common Stock in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's IAA, Inc. Common Stock position peaked at $17K in Q1 2021.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.