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
2019 Q2	–	Sell	-1,000	Closed	-$2K	–	2153
2019 Q1	$2K	Buy	+1,000	New	+$28.5K	﹤0.01%	1943

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

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.