Curi Wealth Management’s Saia SAIA Stock Holding History

Curi 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 Q3	–	Sell	-6	Closed	-$1K	–	596
2022 Q2	$1K	Buy	+6	New	+$1.21K	﹤0.01%	591

Other funds holding SAIA

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Curi Wealth Management's SAIA Position: Q3 2022 in Review

Curi Wealth Management sold out of Saia (SAIA) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in SAIA in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 317 funds tracked by Wall St. Rank hold SAIA as of Q3 2022.

Curi Wealth Management reported no remaining Saia position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 6 Saia shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Saia in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Saia position peaked at $1K in Q2 2022.
317 funds tracked by Wall St. Rank held Saia as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.