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Heritage Wealth Management (Arizona)’s Saia SAIA Stock Holding History

Heritage Wealth Management (Arizona)’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 		$344K Sell
725
-83
-10% -$38.7K 0.19% 103
2024
Q1 		$473K Sell
808
-16
-2% -$8.38K 0.24% 87
2023
Q4 		$361K Buy
+824
New +$333K 0.2% 104

Other funds holding SAIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SAIA Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Saia (SAIA) stake by 10% in Q2 2024, selling an estimated $38.7K and leaving 725 shares worth $344K. The position accounts for 0.19% of the portfolio, ranked #103.

Heritage Wealth Management (Arizona) first reported a position in SAIA in Q4 2023 and has held it in 3 quarters since. The position peaked at $473K in Q1 2024. 460 funds tracked by Wall St. Rank hold SAIA as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 725 shares of Saia worth $344K as of Q2 2024.
  • Heritage Wealth Management (Arizona) sold 83 Saia shares in Q2 2024, an estimated $38.7K.
  • Saia made up 0.19% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #103 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Saia in Q4 2023 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Saia position peaked at $473K in Q1 2024.
  • 460 funds tracked by Wall St. Rank held Saia as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.