Xponance’s IAA, Inc. Common Stock IAA Stock Holding History

Xponance’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	-28,910	Closed	-$1.16M	–	1262
2022 Q4	$1.16M	Buy	28,910 +1,803	+7%	+$68K	0.02%	587
2022 Q3	$863K	Buy	27,107 +368	+1%	+$13.1K	0.02%	628
2022 Q2	$876K	Sell	26,739 -1,954	-7%	-$71.5K	0.02%	621
2022 Q1	$1.1M	Hold	28,693	–	–	0.02%	559
2021 Q4	$1.45M	Sell	28,693 -253	-0.9%	-$13.4K	0.02%	474
2021 Q3	$1.58M	Sell	28,946 -418	-1%	-$23.2K	0.03%	406
2021 Q2	$1.6M	Buy	29,364 +11,787	+67%	+$677K	0.03%	419
2021 Q1	$969K	Buy	17,577 +267	+2%	+$15.8K	0.02%	491
2020 Q4	$1.13M	Sell	17,310 -28	-0.2%	-$1.68K	0.02%	436
2020 Q3	$903K	Buy	+17,338	New	+$807K	0.02%	441

Other funds holding IAA

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Xponance's IAA Position: Q1 2023 in Review

Xponance sold out of IAA, Inc. Common Stock (IAA) in Q1 2023, closing a stake of 28,910 shares — an estimated $1.16M sold.

Xponance first reported a position in IAA in Q3 2020 and held it in 10 quarters. The position peaked at $1.6M in Q2 2021. 3 funds tracked by Wall St. Rank hold IAA as of Q1 2023.

Xponance reported no remaining IAA, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Xponance sold 28,910 IAA, Inc. Common Stock shares in Q1 2023, an estimated $1.16M.
Xponance first reported a position in IAA, Inc. Common Stock in Q3 2020 and held it in 10 quarters.
Xponance's IAA, Inc. Common Stock position peaked at $1.6M in Q2 2021.
3 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2023.

Based on Xponance's 13F filing for Q1 2023, filed 18 Apr 2023.