Confluence Wealth Services’s Saia SAIA Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-18	Closed	-$6K	–	973
2021 Q4	$6K	Buy	+18	New	+$5.59K	﹤0.01%	1030

Other funds holding SAIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Confluence Wealth Services's SAIA Position: Q1 2022 in Review

Confluence Wealth Services sold out of Saia (SAIA) in Q1 2022, closing a stake of 18 shares — an estimated $6K sold.

Confluence Wealth Services first reported a position in SAIA in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 354 funds tracked by Wall St. Rank hold SAIA as of Q1 2022.

Confluence Wealth Services reported no remaining Saia position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 18 Saia shares in Q1 2022, an estimated $6K.
Confluence Wealth Services first reported a position in Saia in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Saia position peaked at $6K in Q4 2021.
354 funds tracked by Wall St. Rank held Saia as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.