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Castle Wealth Management’s Saia SAIA Stock Holding History

Castle 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
2022
Q4 		– Sell
-3
Closed -$1K – 520
2022
Q3 		$1K Hold
3
– – ﹤0.01% 640
2022
Q2 		$1K Buy
+3
New +$603 ﹤0.01% 641

Other funds holding SAIA

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Castle Wealth Management's SAIA Position: Q4 2022 in Review

Castle Wealth Management sold out of Saia (SAIA) in Q4 2022, closing a stake of 3 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in SAIA in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 326 funds tracked by Wall St. Rank hold SAIA as of Q4 2022.

  • Castle Wealth Management reported no remaining Saia position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 3 Saia shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Saia in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Saia position peaked at $1K in Q3 2022.
  • 326 funds tracked by Wall St. Rank held Saia as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.