Commonwealth Equity Services
SAIL

Commonwealth Equity Services’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Commonwealth Equity Services’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
-6,008
Closed -$376K – 3811
2022
Q2 		$376K Sell
6,008
-296
-5% -$18.3K ﹤0.01% 2637
2022
Q1 		$322K Sell
6,304
-88
-1% -$3.76K ﹤0.01% 2904
2021
Q4 		$308K Sell
6,392
-72
-1% -$3.53K ﹤0.01% 2953
2021
Q3 		$277K Sell
6,464
-1,374
-18% -$65.2K ﹤0.01% 2998
2021
Q2 		$400K Sell
7,838
-151
-2% -$7.25K ﹤0.01% 2648
2021
Q1 		$404K Sell
7,989
-1,554
-16% -$87.4K ﹤0.01% 2496
2020
Q4 		$508K Buy
9,543
+1,180
+14% +$55.3K ﹤0.01% 2140
2020
Q3 		$330K Buy
8,363
+399
+5% +$13.9K ﹤0.01% 2278
2020
Q2 		$210K Buy
+7,964
New +$164K ﹤0.01% 2554

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

Commonwealth Equity Services's SAIL Position: Q3 2022 in Review

Commonwealth Equity Services sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 6,008 shares — an estimated $376K sold.

Commonwealth Equity Services first reported a position in SAIL in Q2 2020 and held it in 9 quarters. The position peaked at $508K in Q4 2020. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

  • Commonwealth Equity Services reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,008 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $376K.
  • Commonwealth Equity Services first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q2 2020 and held it in 9 quarters.
  • Commonwealth Equity Services's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $508K in Q4 2020.
  • 4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Commonwealth Equity Services's 13F filing for Q3 2022, filed 14 Nov 2022.