VFA
IAA

Valeo Financial Advisors’s IAA, Inc. Common Stock IAA Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-1,126
Closed -$62K – 2010
2021
Q1 		$62K Sell
1,126
-109
-9% -$6.47K ﹤0.01% 784
2020
Q4 		$80K Hold
1,235
– – ﹤0.01% 633
2020
Q3 		$64K Sell
1,235
-1,304
-51% -$60.7K 0.01% 586
2020
Q2 		$98K Sell
2,539
-200
-7% -$7.46K 0.01% 513
2020
Q1 		$83K Sell
2,739
-6,381
-70% -$276K 0.01% 469
2019
Q4 		$429K Buy
9,120
+1,890
+26% +$79.6K 0.04% 211
2019
Q3 		$302K Buy
+7,230
New +$326K 0.03% 227

Other funds holding IAA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors's IAA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of IAA, Inc. Common Stock (IAA) in Q2 2021, closing a stake of 1,126 shares — an estimated $62K sold.

Valeo Financial Advisors first reported a position in IAA in Q3 2019 and held it in 7 quarters. The position peaked at $429K in Q4 2019. 359 funds tracked by Wall St. Rank hold IAA as of Q2 2021.

  • Valeo Financial Advisors reported no remaining IAA, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,126 IAA, Inc. Common Stock shares in Q2 2021, an estimated $62K.
  • Valeo Financial Advisors first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 7 quarters.
  • Valeo Financial Advisors's IAA, Inc. Common Stock position peaked at $429K in Q4 2019.
  • 359 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.