WANY
IAA

Wealthspire Advisors (New York)’s IAA, Inc. Common Stock IAA Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-6,821
Closed -$372K – 642
2021
Q3 		$372K Buy
+6,821
New +$378K 0.01% 414

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
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s IAA Position: Q4 2021 in Review

Wealthspire Advisors (New York) sold out of IAA, Inc. Common Stock (IAA) in Q4 2021, closing a stake of 6,821 shares — an estimated $372K sold.

Wealthspire Advisors (New York) first reported a position in IAA in Q3 2021 and held it in 1 quarter. The position peaked at $372K in Q3 2021. 367 funds tracked by Wall St. Rank hold IAA as of Q4 2021.

  • Wealthspire Advisors (New York) reported no remaining IAA, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,821 IAA, Inc. Common Stock shares in Q4 2021, an estimated $372K.
  • Wealthspire Advisors (New York) first reported a position in IAA, Inc. Common Stock in Q3 2021 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s IAA, Inc. Common Stock position peaked at $372K in Q3 2021.
  • 367 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q4 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2021, filed 14 Feb 2022.