Allworth Financial’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Allworth Financial’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	-13	Closed	-$1K	–	3269
2022 Q2	$1K	Buy	13 +5	+63%	+$308	﹤0.01%	2336
2022 Q1	$0	Sell	8 -306	-97%	-$13.1K	﹤0.01%	2474
2021 Q4	$15K	Buy	+314	New	+$15.4K	﹤0.01%	1248

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

Allworth Financial's SAIL Position: Q3 2022 in Review

Allworth Financial sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

Allworth Financial first reported a position in SAIL in Q4 2021 and held it in 3 quarters. The position peaked at $15K in Q4 2021. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

Allworth Financial reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Allworth Financial sold 13 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $1K.
Allworth Financial first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2021 and held it in 3 quarters.
Allworth Financial's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $15K in Q4 2021.
4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.