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WR Wealth Planners’s Saia SAIA Stock Holding History

WR Wealth Planners’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
Q4 		$17.8K Hold
39
– – 0.01% 492
2024
Q3 		$17.1K Buy
+39
New +$16.5K ﹤0.01% 528

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WR Wealth Planners's SAIA Position: Q4 2024 in Review

WR Wealth Planners held its Saia (SAIA) position steady in Q4 2024 at 39 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #492.

WR Wealth Planners first reported a position in SAIA in Q3 2024 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold SAIA as of Q4 2024.

  • WR Wealth Planners held 39 shares of Saia worth $17.8K as of Q4 2024.
  • WR Wealth Planners left its Saia share count unchanged in Q4 2024.
  • Saia made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #492 holding.
  • WR Wealth Planners first reported a position in Saia in Q3 2024 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held Saia as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.