SFG
IAA

Steward Financial Group’s IAA, Inc. Common Stock IAA Stock Holding History

Steward Financial Group’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
2022
Q3 		– Sell
-36
Closed -$1K – 1462
2022
Q2 		$1K Buy
+36
New +$1.32K ﹤0.01% 928

Other funds holding IAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's IAA Position: Q3 2022 in Review

Steward Financial Group sold out of IAA, Inc. Common Stock (IAA) in Q3 2022, closing a stake of 36 shares — an estimated $1K sold.

Steward Financial Group first reported a position in IAA in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 303 funds tracked by Wall St. Rank hold IAA as of Q3 2022.

  • Steward Financial Group reported no remaining IAA, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Steward Financial Group sold 36 IAA, Inc. Common Stock shares in Q3 2022, an estimated $1K.
  • Steward Financial Group first reported a position in IAA, Inc. Common Stock in Q2 2022 and held it in 1 quarter.
  • Steward Financial Group's IAA, Inc. Common Stock position peaked at $1K in Q2 2022.
  • 303 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.