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Beacon Harbor Wealth Advisors’s Saia SAIA Stock Holding History

Beacon Harbor Wealth Advisors’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
2022
Q2 		– Sell
-16,322
Closed -$3.98M – 78
2022
Q1 		$3.98M Sell
16,322
-670
-4% -$186K 1.3% 37
2021
Q4 		$5.73M Sell
16,992
-10
-0.1% -$3.1K 1.9% 15
2021
Q3 		$4.05M Buy
+17,002
New +$3.93M 1.43% 40

Other funds holding SAIA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Beacon Harbor Wealth Advisors's SAIA Position: Q2 2022 in Review

Beacon Harbor Wealth Advisors sold out of Saia (SAIA) in Q2 2022, closing a stake of 16,322 shares — an estimated $3.98M sold.

Beacon Harbor Wealth Advisors first reported a position in SAIA in Q3 2021 and held it in 3 quarters. The position peaked at $5.73M in Q4 2021. 331 funds tracked by Wall St. Rank hold SAIA as of Q2 2022.

  • Beacon Harbor Wealth Advisors reported no remaining Saia position as of Q2 2022 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 16,322 Saia shares in Q2 2022, an estimated $3.98M.
  • Beacon Harbor Wealth Advisors first reported a position in Saia in Q3 2021 and held it in 3 quarters.
  • Beacon Harbor Wealth Advisors's Saia position peaked at $5.73M in Q4 2021.
  • 331 funds tracked by Wall St. Rank held Saia as of Q2 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.