Advisor Group’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Advisor Group’s Portfolio SAIL Stock Details SAIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$270K	Sell	11,427 -6,565	-36%	-$144K	﹤0.01%	2163
2019 Q3	$336K	Sell	17,992 -4,933	-22%	-$105K	﹤0.01%	1912
2019 Q2	$459K	Sell	22,925 -2,357	-9%	-$53.4K	﹤0.01%	1679
2019 Q1	$726K	Buy	25,282 +460	+2%	+$13.1K	0.01%	1330
2018 Q4	$583K	Buy	24,822 +7,953	+47%	+$204K	0.01%	1302
2018 Q3	$575K	Buy	16,869 +16,028	+1,906%	+$467K	0.01%	1366
2018 Q2	$21K	Buy	841 +66	+9%	+$1.61K	﹤0.01%	3698
2018 Q1	$16K	Buy	775 +100	+15%	+$1.83K	﹤0.01%	3832
2017 Q4	$10K	Buy	+675	New	+$9.9K	﹤0.01%	4109

Other funds holding SAIL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor Group's SAIL Position: Q4 2019 in Review

Advisor Group reduced its SailPoint Technologies Holdings, Inc. Common Stock (SAIL) stake by 36% in Q4 2019, selling an estimated $144K and leaving 11,427 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Advisor Group first reported a position in SAIL in Q4 2017 and has held it in 9 quarters since. The position peaked at $726K in Q1 2019. 185 funds tracked by Wall St. Rank hold SAIL as of Q4 2019.

Advisor Group held 11,427 shares of SailPoint Technologies Holdings, Inc. Common Stock worth $270K as of Q4 2019.
Advisor Group sold 6,565 SailPoint Technologies Holdings, Inc. Common Stock shares in Q4 2019, an estimated $144K.
SailPoint Technologies Holdings, Inc. Common Stock made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2163 holding.
Advisor Group first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2017 and has held it in 9 quarters since.
Advisor Group's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $726K in Q1 2019.
185 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.