Summit Securities Group’s IAA, Inc. Common Stock IAA Stock Holding History

Summit Securities 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
2023 Q1	–	Sell	-7,500	Closed	-$300K	–	1425
2022 Q4	$300K	Buy	+7,500	New	+$283K	0.01%	400
2019 Q3	–	Sell	-54,622	Closed	-$2.12M	–	441
2019 Q2	$2.12M	Buy	+54,622	New	+$2.12M	0.25%	85

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

Summit Securities Group's IAA Position: Q1 2023 in Review

Summit Securities Group sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 7,500 shares — an estimated $300K sold.

Summit Securities Group first reported a position in IAA in Q2 2019 and held it in 2 quarters. The position peaked at $2.12M in Q2 2019. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Summit Securities Group reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 7,500 IAA, Inc. Common Stock shares in Q1 2023, an estimated $300K.
Summit Securities Group first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 2 quarters.
Summit Securities Group's IAA, Inc. Common Stock position peaked at $2.12M in Q2 2019.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.