Steward Partners Investment Advisory’s IAA, Inc. Common Stock IAA Stock Holding History

Steward Partners Investment Advisory’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	-150	Closed	-$6K	–	3457
2022 Q4	$6K	Hold	150	–	–	﹤0.01%	2704
2022 Q3	$5K	Buy	150 +94	+168%	+$3.34K	﹤0.01%	2805
2022 Q2	$2K	Sell	56 -44	-44%	-$1.61K	﹤0.01%	3068
2022 Q1	$4K	Buy	100 +44	+79%	+$1.81K	﹤0.01%	2998
2021 Q4	$3K	Hold	56	–	–	﹤0.01%	2992
2021 Q3	$3K	Hold	56	–	–	﹤0.01%	2958
2021 Q2	$3K	Sell	56 -33	-37%	-$1.9K	﹤0.01%	6818
2021 Q1	$4.91K	Hold	89	–	–	﹤0.01%	3009
2020 Q4	$6K	Buy	+89	New	+$5.33K	﹤0.01%	2491
2019 Q4	–	Sell	-25	Closed	-$1K	–	2795
2019 Q3	$1K	Sell	25 -20	-44%	-$901	﹤0.01%	2575
2019 Q2	$1K	Buy	+45	New	+$1.75K	﹤0.01%	2573

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

Steward Partners Investment Advisory's IAA Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 150 shares — an estimated $6K sold.

Steward Partners Investment Advisory first reported a position in IAA in Q2 2019 and held it in 11 quarters. The position peaked at $6K in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Steward Partners Investment Advisory reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 150 IAA, Inc. Common Stock shares in Q1 2023, an estimated $6K.
Steward Partners Investment Advisory first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 11 quarters.
Steward Partners Investment Advisory's IAA, Inc. Common Stock position peaked at $6K in Q4 2022.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.