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TFO Wealth Partners’s Saia SAIA Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-1
Closed -$342 – 1062
2023
Q3 		$342 Buy
+1
New +$403 ﹤0.01% 600
2023
Q1 		– Sell
-2
Closed -$131 – 907
2022
Q4 		$131 Buy
+2
New +$436 ﹤0.01% 713

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFO Wealth Partners's SAIA Position: Q4 2023 in Review

TFO Wealth Partners sold out of Saia (SAIA) in Q4 2023, closing a stake of 1 share — an estimated $342 sold.

TFO Wealth Partners first reported a position in SAIA in Q4 2022 and held it in 2 quarters. The position peaked at $342 in Q3 2023. 444 funds tracked by Wall St. Rank hold SAIA as of Q4 2023.

  • TFO Wealth Partners reported no remaining Saia position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Saia share in Q4 2023, an estimated $342.
  • TFO Wealth Partners first reported a position in Saia in Q4 2022 and held it in 2 quarters.
  • TFO Wealth Partners's Saia position peaked at $342 in Q3 2023.
  • 444 funds tracked by Wall St. Rank held Saia as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.