Creative Planning
SAIL

Creative Planning’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Creative Planning’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
-5,745
Closed -$360K – 2486
2022
Q2 		$360K Buy
5,745
+421
+8% +$26K ﹤0.01% 1496
2022
Q1 		$272K Sell
5,324
-2,170
-29% -$92.8K ﹤0.01% 1698
2021
Q4 		$362K Sell
7,494
-630
-8% -$30.9K ﹤0.01% 1497
2021
Q3 		$348K Sell
8,124
-3,480
-30% -$165K ﹤0.01% 1504
2021
Q2 		$593K Sell
11,604
-1,762
-13% -$84.7K ﹤0.01% 1179
2021
Q1 		$677K Sell
13,366
-1,688
-11% -$94.9K ﹤0.01% 1248
2020
Q4 		$801K Buy
15,054
+514
+4% +$24.1K ﹤0.01% 1055
2020
Q3 		$575K Buy
14,540
+2,000
+16% +$69.5K ﹤0.01% 1065
2020
Q2 		$332K Hold
12,540
– – ﹤0.01% 1251
2020
Q1 		$191K Hold
12,540
– – ﹤0.01% 1403
2019
Q4 		$296K Sell
12,540
-96
-0.8% -$2.1K ﹤0.01% 1410
2019
Q3 		$236K Buy
12,636
+96
+0.8% +$2.04K ﹤0.01% 1502
2019
Q2 		$251K Sell
12,540
-80
-0.6% -$1.81K ﹤0.01% 1479
2019
Q1 		$362K Sell
12,620
-8,799
-41% -$251K ﹤0.01% 1224
2018
Q4 		$503K Buy
+21,419
New +$549K ﹤0.01% 967

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 $4.82B AUM 20.19% 1-Year Est. Return

Creative Planning's SAIL Position: Q3 2022 in Review

Creative Planning sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 5,745 shares — an estimated $360K sold.

Creative Planning first reported a position in SAIL in Q4 2018 and held it in 15 quarters. The position peaked at $801K in Q4 2020. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

  • Creative Planning reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 5,745 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $360K.
  • Creative Planning first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2018 and held it in 15 quarters.
  • Creative Planning's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $801K in Q4 2020.
  • 4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.