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Baker Tilly Wealth Management’s Saia SAIA Stock Holding History

Baker Tilly Wealth Management’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
Q2 		– Sell
-1,177
Closed -$689K – 391
2024
Q1 		$689K Sell
1,177
-240
-17% -$126K 0.12% 181
2023
Q4 		$621K Sell
1,417
-23
-2% -$9.29K 0.1% 220
2023
Q3 		$574K Sell
1,440
-89
-6% -$35.9K 0.09% 223
2023
Q2 		$524K Sell
1,529
-206
-12% -$59.6K 0.06% 327
2023
Q1 		$472K Buy
1,735
+187
+12% +$49.9K 0.05% 349
2022
Q4 		$325K Sell
1,548
-253
-14% -$55.1K 0.04% 418
2022
Q3 		$342K Buy
1,801
+9
+0.5% +$1.91K 0.05% 389
2022
Q2 		$337K Buy
1,792
+40
+2% +$8.04K 0.04% 393
2022
Q1 		$427K Buy
+1,752
New +$485K 0.05% 379

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Baker Tilly Wealth Management's SAIA Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Saia (SAIA) in Q2 2024, closing a stake of 1,177 shares — an estimated $689K sold.

Baker Tilly Wealth Management first reported a position in SAIA in Q1 2022 and held it in 9 quarters. The position peaked at $689K in Q1 2024. 460 funds tracked by Wall St. Rank hold SAIA as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Saia position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,177 Saia shares in Q2 2024, an estimated $689K.
  • Baker Tilly Wealth Management first reported a position in Saia in Q1 2022 and held it in 9 quarters.
  • Baker Tilly Wealth Management's Saia position peaked at $689K in Q1 2024.
  • 460 funds tracked by Wall St. Rank held Saia as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.