Sutton Wealth Advisors’s Saia SAIA Stock Holding History

Sutton 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 Q1	–	Sell	-5	Closed	-$1.05K	–	1418
2022 Q4	$1.05K	Hold	5	–	–	﹤0.01%	1311
2022 Q3	$950	Buy	+5	New	+$1.06K	﹤0.01%	1310
2022 Q2	–	Sell	-5	Closed	-$1.22K	–	1708
2022 Q1	$1.22K	Buy	5 +3	+150%	+$831	﹤0.01%	1289
2021 Q4	$674	Buy	+2	New	+$621	﹤0.01%	1432
2021 Q3	–	Sell	-557	Closed	-$117K	–	1334
2021 Q2	$117K	Hold	557	–	–	0.04%	234
2021 Q1	$128K	Hold	557	–	–	0.05%	215
2020 Q4	$101K	Hold	557	–	–	0.04%	223
2020 Q3	$70.3K	Hold	557	–	–	0.03%	248
2020 Q2	$61.9K	Hold	557	–	–	0.03%	257
2020 Q1	$41K	Hold	557	–	–	0.03%	305
2019 Q4	$51.9K	Hold	557	–	–	0.03%	299
2019 Q3	$52.2K	Hold	557	–	–	0.03%	291
2019 Q2	$36K	Hold	557	–	–	0.02%	399
2019 Q1	$34K	Hold	557	–	–	0.02%	398
2018 Q4	$31.1K	Sell	557 -52	-9%	-$3.16K	0.02%	381
2018 Q3	$46.6K	Buy	609 +52	+9%	+$4.05K	0.03%	305
2018 Q2	$45K	Hold	557	–	–	0.03%	314
2018 Q1	$41.9K	Hold	557	–	–	0.03%	318
2017 Q4	$39.4K	Hold	557	–	–	0.03%	339
2017 Q3	$34.9K	Hold	557	–	–	0.03%	362
2017 Q2	$28.6K	Hold	557	–	–	0.02%	419
2017 Q1	$24.7K	Hold	557	–	–	0.02%	436
2016 Q4	$24.6K	Hold	557	–	–	0.02%	435
2016 Q3	$16.7K	Hold	557	–	–	0.02%	512
2016 Q2	$14K	Hold	557	–	–	0.01%	543
2016 Q1	$15.7K	Buy	+557	New	+$13.7K	0.01%	499

Other funds holding SAIA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Sutton Wealth Advisors's SAIA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Saia (SAIA) in Q1 2023, closing a stake of 5 shares — an estimated $1.05K sold.

Sutton Wealth Advisors first reported a position in SAIA in Q1 2016 and held it in 26 quarters. The position peaked at $128K in Q1 2021. 362 funds tracked by Wall St. Rank hold SAIA as of Q1 2023.

Sutton Wealth Advisors reported no remaining Saia position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 5 Saia shares in Q1 2023, an estimated $1.05K.
Sutton Wealth Advisors first reported a position in Saia in Q1 2016 and held it in 26 quarters.
Sutton Wealth Advisors's Saia position peaked at $128K in Q1 2021.
362 funds tracked by Wall St. Rank held Saia as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.