Crewe Advisors’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Crewe Advisors’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	-81	Closed	-$5K	–	1302
2022 Q2	$5K	Buy	+81	New	+$5K	﹤0.01%	783

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

Crewe Advisors's SAIL Position: Q3 2022 in Review

Crewe Advisors sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 81 shares — an estimated $5K sold.

Crewe Advisors first reported a position in SAIL in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

Crewe Advisors reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Crewe Advisors sold 81 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $5K.
Crewe Advisors first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q2 2022 and held it in 1 quarter.
Crewe Advisors's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $5K in Q2 2022.
4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Crewe Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.