WP
IAA

WealthSource Partners’s IAA, Inc. Common Stock IAA Stock Holding History

WealthSource 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
-7,928
Closed -$317K – 517
2022
Q4 		$317K Sell
7,928
-542
-6% -$20.4K 0.02% 386
2022
Q3 		$270K Sell
8,470
-121
-1% -$4.29K 0.02% 406
2022
Q2 		$282K Sell
8,591
-400
-4% -$14.6K 0.02% 411
2022
Q1 		$344K Sell
8,991
-100
-1% -$4.11K 0.02% 419
2021
Q4 		$460K Buy
9,091
+4,089
+82% +$217K 0.04% 324
2021
Q3 		$273K Buy
5,002
+69
+1% +$3.83K 0.02% 421
2021
Q2 		$269K Buy
4,933
+825
+20% +$47.4K 0.02% 385
2021
Q1 		$227K Sell
4,108
-179
-4% -$10.6K 0.02% 384
2020
Q4 		$279K Sell
4,287
-990
-19% -$59.3K 0.03% 302
2020
Q3 		$275K Buy
+5,277
New +$246K 0.04% 280
2020
Q2 		– Sell
-7,344
Closed -$220K – 396
2020
Q1 		$220K Sell
7,344
-1,211
-14% -$52.3K 0.03% 287
2019
Q4 		$403K Sell
8,555
-268
-3% -$11.3K 0.05% 265
2019
Q3 		$368K Sell
8,823
-351
-4% -$15.8K 0.06% 289
2019
Q2 		$356K Buy
+9,174
New +$356K 0.06% 299

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

WealthSource Partners's IAA Position: Q1 2023 in Review

WealthSource Partners sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 7,928 shares — an estimated $317K sold.

WealthSource Partners first reported a position in IAA in Q2 2019 and held it in 14 quarters. The position peaked at $460K in Q4 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

  • WealthSource Partners reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • WealthSource Partners sold 7,928 IAA, Inc. Common Stock shares in Q1 2023, an estimated $317K.
  • WealthSource Partners first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 14 quarters.
  • WealthSource Partners's IAA, Inc. Common Stock position peaked at $460K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on WealthSource Partners's 13F filing for Q1 2023, filed 15 May 2023.