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TCI Wealth Advisors’s Saia SAIA Stock Holding History

TCI 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 		– Sell
-116
Closed -$31.6K – 1846
2023
Q1 		$31.6K Hold
116
– – ﹤0.01% 551
2022
Q4 		$24.3K Buy
116
+1
+0.9% +$218 ﹤0.01% 610
2022
Q3 		$22K Buy
115
+1
+0.9% +$212 ﹤0.01% 623
2022
Q2 		$21K Sell
114
-49
-30% -$9.85K ﹤0.01% 629
2022
Q1 		$40K Buy
163
+76
+87% +$21.1K 0.01% 470
2021
Q4 		$29K Buy
87
+27
+45% +$8.38K ﹤0.01% 552
2021
Q3 		$14K Buy
60
+40
+200% +$9.25K ﹤0.01% 884
2021
Q2 		$4K Sell
20
-22
-52% -$4.99K ﹤0.01% 1627
2021
Q1 		$10K Buy
42
+22
+110% +$4.48K ﹤0.01% 867
2020
Q4 		$4K Hold
20
– – ﹤0.01% 1009
2020
Q3 		$3K Hold
20
– – ﹤0.01% 997
2020
Q2 		$2K Hold
20
– – ﹤0.01% 1117
2020
Q1 		$1K Buy
+20
New +$1.75K ﹤0.01% 1330

Other funds holding SAIA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Saia (SAIA) in Q2 2023, closing a stake of 116 shares — an estimated $31.6K sold.

TCI Wealth Advisors first reported a position in SAIA in Q1 2020 and held it in 13 quarters. The position peaked at $40K in Q1 2022. 388 funds tracked by Wall St. Rank hold SAIA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Saia position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 116 Saia shares in Q2 2023, an estimated $31.6K.
  • TCI Wealth Advisors first reported a position in Saia in Q1 2020 and held it in 13 quarters.
  • TCI Wealth Advisors's Saia position peaked at $40K in Q1 2022.
  • 388 funds tracked by Wall St. Rank held Saia as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.