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Intercontinental Wealth Advisors’s Saia SAIA Stock Holding History

Intercontinental 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
2023
Q2 		$374K Buy
1,092
+38
+4% +$11K 0.09% 226
2023
Q1 		$287K Buy
+1,054
New +$281K 0.07% 268

Other funds holding SAIA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Intercontinental Wealth Advisors's SAIA Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Saia (SAIA) stake by 3.6% in Q2 2023, buying an estimated $11K and bringing the position to 1,092 shares worth $374K. The position accounts for 0.09% of the portfolio, ranked #226.

Intercontinental Wealth Advisors first reported a position in SAIA in Q1 2023 and has held it in 2 quarters since. 388 funds tracked by Wall St. Rank hold SAIA as of Q2 2023.

  • Intercontinental Wealth Advisors held 1,092 shares of Saia worth $374K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 38 Saia shares in Q2 2023, an estimated $11K.
  • Saia made up 0.09% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #226 holding.
  • Intercontinental Wealth Advisors first reported a position in Saia in Q1 2023 and has held it in 2 quarters since.
  • 388 funds tracked by Wall St. Rank held Saia as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.