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Wealthcare Capital Management’s Saia SAIA Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-8
Closed -$2K – 556
2021
Q1 		$2K Buy
+8
New +$1.63K ﹤0.01% 598
2015
Q2 		– Sell
-440
Closed -$19K – 778
2015
Q1 		$19K Buy
+440
New +$20.3K ﹤0.01% 411

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Vanguard Group
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Capital Management's SAIA Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Saia (SAIA) in Q2 2021, closing a stake of 8 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in SAIA in Q1 2015 and held it in 2 quarters. The position peaked at $19K in Q1 2015. 277 funds tracked by Wall St. Rank hold SAIA as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Saia position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 8 Saia shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Saia in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Saia position peaked at $19K in Q1 2015.
  • 277 funds tracked by Wall St. Rank held Saia as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.