Advisors Asset Management’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Advisors Asset Management’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
2022 Q3	–	Sell	-4,560	Closed	-$286K	–	1526
2022 Q2	$286K	Sell	4,560 -196	-4%	-$12.1K	0.01%	1073
2022 Q1	$243K	Buy	4,756 +1,263	+36%	+$54K	﹤0.01%	1185
2021 Q4	$169K	Buy	3,493 +2,553	+272%	+$125K	﹤0.01%	1274
2021 Q3	$40K	Buy	+940	New	+$44.6K	﹤0.01%	1409

Other funds holding SAIL

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisors Asset Management's SAIL Position: Q3 2022 in Review

Advisors Asset Management sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 4,560 shares — an estimated $286K sold.

Advisors Asset Management first reported a position in SAIL in Q3 2021 and held it in 4 quarters. The position peaked at $286K in Q2 2022. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

Advisors Asset Management reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Advisors Asset Management sold 4,560 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $286K.
Advisors Asset Management first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q3 2021 and held it in 4 quarters.
Advisors Asset Management's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $286K in Q2 2022.
4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Advisors Asset Management's 13F filing for Q3 2022, filed 8 Nov 2022.