TSWM
IAA

Tyler-Stone Wealth Management’s IAA, Inc. Common Stock IAA Stock Holding History

Tyler-Stone Wealth Management’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
Q2 		– Sell
-20
Closed -$1K – 925
2022
Q1 		$1K Hold
20
– – ﹤0.01% 823
2021
Q4 		$1K Buy
+20
New +$1.06K ﹤0.01% 908

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 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

Tyler-Stone Wealth Management's IAA Position: Q2 2022 in Review

Tyler-Stone Wealth Management sold out of IAA, Inc. Common Stock (IAA) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

Tyler-Stone Wealth Management first reported a position in IAA in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 328 funds tracked by Wall St. Rank hold IAA as of Q2 2022.

  • Tyler-Stone Wealth Management reported no remaining IAA, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 20 IAA, Inc. Common Stock shares in Q2 2022, an estimated $1K.
  • Tyler-Stone Wealth Management first reported a position in IAA, Inc. Common Stock in Q4 2021 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's IAA, Inc. Common Stock position peaked at $1K in Q1 2022.
  • 328 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q2 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.