Carson Wealth (CWM LLC)
SAIL

Carson Wealth (CWM LLC)’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Carson Wealth (CWM LLC)’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
-39
Closed -$2K – 4332
2022
Q2 		$2K Buy
39
+31
+388% +$1.91K ﹤0.01% 3463
2022
Q1 		$0 Buy
8
+3
+60% +$128 ﹤0.01% 4016
2021
Q4 		$0 Buy
+5
New +$245 ﹤0.01% 3711
2019
Q1 		– Sell
-42
Closed -$1K – 3364
2018
Q4 		$1K Buy
+42
New +$1.08K ﹤0.01% 2037

Other funds holding SAIL

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SAIL Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 39 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in SAIL in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 39 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2018 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s SailPoint Technologies Holdings, Inc. Common Stock position peaked at $2K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.