WFA
IAA

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

Wipfli 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
2022
Q3 		$36K Buy
+1,136
New +$40.3K ﹤0.01% 1281

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 $8.65B AUM 9.66% 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
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wipfli Financial Advisors's IAA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in IAA, Inc. Common Stock (IAA) in Q3 2022: 1,136 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #1281 among its holdings.

303 funds tracked by Wall St. Rank hold IAA as of Q3 2022.

  • Wipfli Financial Advisors held 1,136 shares of IAA, Inc. Common Stock worth $36K as of Q3 2022.
  • IAA, Inc. Common Stock was a new Wipfli Financial Advisors position in Q3 2022.
  • IAA, Inc. Common Stock made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1281 holding.
  • 303 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.