TCI Wealth Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

TCI Wealth Advisors’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	-5	Closed	-$200	–	2682
2022 Q4	$200	Hold	5	–	–	﹤0.01%	2336
2022 Q3	$0	Buy	+5	New	+$177	﹤0.01%	2699
2022 Q1	–	Sell	-10	Closed	-$1K	–	2554
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	2272
2021 Q3	$1K	Buy	+10	New	+$554	﹤0.01%	2342
2020 Q2	–	Sell	-232	Closed	-$7K	–	1722
2020 Q1	$7K	Sell	232 -232	-50%	-$10K	﹤0.01%	654
2019 Q4	$22K	Buy	464 +232	+100%	+$9.77K	0.01%	534
2019 Q3	$10K	Buy	+232	New	+$10.5K	﹤0.01%	655

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

TCI Wealth Advisors's IAA Position: Q1 2023 in Review

TCI Wealth Advisors sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 5 shares — an estimated $200 sold.

TCI Wealth Advisors first reported a position in IAA in Q3 2019 and held it in 7 quarters. The position peaked at $22K in Q4 2019. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

TCI Wealth Advisors reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 5 IAA, Inc. Common Stock shares in Q1 2023, an estimated $200.
TCI Wealth Advisors first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 7 quarters.
TCI Wealth Advisors's IAA, Inc. Common Stock position peaked at $22K in Q4 2019.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.