BWM
SAIL

Baystate Wealth Management’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Baystate Wealth 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
2021
Q1 		– Sell
-25
Closed -$1K – 863
2020
Q4 		$1K Buy
+25
New +$1.17K ﹤0.01% 662

Other funds holding SAIL

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HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's SAIL Position: Q1 2021 in Review

Baystate Wealth Management sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q1 2021, closing a stake of 25 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in SAIL in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 287 funds tracked by Wall St. Rank hold SAIL as of Q1 2021.

  • Baystate Wealth Management reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 25 SailPoint Technologies Holdings, Inc. Common Stock shares in Q1 2021, an estimated $1K.
  • Baystate Wealth Management first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Baystate Wealth Management's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $1K in Q4 2020.
  • 287 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q1 2021.

Based on Baystate Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.