WT
IAA

Washington Trust’s IAA, Inc. Common Stock IAA Stock Holding History

Washington Trust’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
-34,912
Closed -$1.4M – 1000
2022
Q4 		$1.4M Sell
34,912
-235,086
-87% -$8.87M 0.07% 124
2022
Q3 		$8.6M Sell
269,998
-1,601
-0.6% -$56.8K 0.43% 82
2022
Q2 		$8.9M Buy
271,599
+4,095
+2% +$150K 0.42% 83
2022
Q1 		$10.2M Buy
267,504
+52,754
+25% +$2.17M 0.4% 83
2021
Q4 		$10.9M Buy
214,750
+12,133
+6% +$645K 0.41% 78
2021
Q3 		$11.1M Buy
202,617
+3,511
+2% +$195K 0.31% 96
2021
Q2 		$10.9M Sell
199,106
-687
-0.3% -$39.5K 0.31% 99
2021
Q1 		$11M Sell
199,793
-5,336
-3% -$317K 0.34% 93
2020
Q4 		$13.3M Sell
205,129
-2,409
-1% -$144K 0.43% 77
2020
Q3 		$10.8M Sell
207,538
-165
-0.1% -$7.68K 0.4% 84
2020
Q2 		$7.97M Sell
207,703
-8,974
-4% -$335K 0.33% 93
2020
Q1 		$6.49M Sell
216,677
-6,411
-3% -$277K 0.31% 94
2019
Q4 		$10.5M Sell
223,088
-914
-0.4% -$38.5K 0.41% 82
2019
Q3 		$8.55M Buy
+224,002
New +$10.1M 0.46% 76

Other funds holding IAA

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Washington Trust's IAA Position: Q1 2023 in Review

Washington Trust sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 34,912 shares — an estimated $1.4M sold.

Washington Trust first reported a position in IAA in Q3 2019 and held it in 14 quarters. The position peaked at $13.3M in Q4 2020. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • Washington Trust reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Washington Trust sold 34,912 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1.4M.
  • Washington Trust first reported a position in IAA, Inc. Common Stock in Q3 2019 and held it in 14 quarters.
  • Washington Trust's IAA, Inc. Common Stock position peaked at $13.3M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Washington Trust's 13F filing for Q1 2023, filed 4 May 2023.