TWP
IAA

TFO Wealth Partners’s IAA, Inc. Common Stock IAA Stock Holding History

TFO Wealth Partners’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
-201
Closed -$18.2K – 941
2022
Q4 		$18.2K Buy
+201
New +$7.58K ﹤0.01% 89

Other funds holding IAA

IA
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

TFO Wealth Partners's IAA Position: Q1 2023 in Review

TFO Wealth Partners sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 201 shares — an estimated $18.2K sold.

TFO Wealth Partners first reported a position in IAA in Q4 2022 and held it in 1 quarter. The position peaked at $18.2K in Q4 2022. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • TFO Wealth Partners reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 201 IAA, Inc. Common Stock shares in Q1 2023, an estimated $18.2K.
  • TFO Wealth Partners first reported a position in IAA, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's IAA, Inc. Common Stock position peaked at $18.2K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

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