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SYSTM Wealth Solutions’s Saia SAIA Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-37
Closed -$17.5K – 521
2024
Q2 		$17.5K Sell
37
-82
-69% -$38.2K ﹤0.01% 391
2024
Q1 		$69.6K Sell
119
-18
-13% -$9.42K 0.01% 534
2023
Q4 		$60K Buy
+137
New +$55.4K 0.01% 551

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SYSTM Wealth Solutions's SAIA Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Saia (SAIA) in Q3 2024, closing a stake of 37 shares — an estimated $17.5K sold.

SYSTM Wealth Solutions first reported a position in SAIA in Q4 2023 and held it in 3 quarters. The position peaked at $69.6K in Q1 2024. 455 funds tracked by Wall St. Rank hold SAIA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Saia position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 37 Saia shares in Q3 2024, an estimated $17.5K.
  • SYSTM Wealth Solutions first reported a position in Saia in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Saia position peaked at $69.6K in Q1 2024.
  • 455 funds tracked by Wall St. Rank held Saia as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.