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Atria Wealth Solutions’s Saia SAIA Stock Holding History

Atria Wealth Solutions’s Portfolio SAIA Stock Details SAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-570
Closed -$270K – 2035
2024
Q2 		$270K Sell
570
-186
-25% -$86.6K ﹤0.01% 1573
2024
Q1 		$442K Sell
756
-171
-18% -$89.5K 0.01% 1321
2023
Q4 		$406K Sell
927
-98
-10% -$39.6K 0.01% 1323
2023
Q3 		$409K Sell
1,025
-170
-14% -$68.6K 0.01% 1233
2023
Q2 		$409K Sell
1,195
-317
-21% -$91.7K 0.01% 1254
2023
Q1 		$411K Buy
1,512
+67
+5% +$17.9K 0.01% 1248
2022
Q4 		$303K Buy
1,445
+123
+9% +$26.8K ﹤0.01% 1357
2022
Q3 		$251K Buy
1,322
+28
+2% +$5.94K ﹤0.01% 1407
2022
Q2 		$243K Buy
1,294
+1
+0.1% +$201 ﹤0.01% 1333
2022
Q1 		$315K Buy
+1,293
New +$358K 0.01% 1289

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Atria Wealth Solutions's SAIA Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Saia (SAIA) in Q3 2024, closing a stake of 570 shares — an estimated $270K sold.

Atria Wealth Solutions first reported a position in SAIA in Q1 2022 and held it in 10 quarters. The position peaked at $442K in Q1 2024. 455 funds tracked by Wall St. Rank hold SAIA as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Saia position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 570 Saia shares in Q3 2024, an estimated $270K.
  • Atria Wealth Solutions first reported a position in Saia in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Saia position peaked at $442K in Q1 2024.
  • 455 funds tracked by Wall St. Rank held Saia as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.