DIA
SAIL

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

Dana Investment 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
-24,875
Closed -$1.56M – 433
2022
Q2 		$1.56M Sell
24,875
-12,215
-33% -$754K 0.08% 163
2022
Q1 		$1.9M Sell
37,090
-36
-0.1% -$1.54K 0.09% 133
2021
Q4 		$1.79M Sell
37,126
-1,392
-4% -$68.2K 0.08% 155
2021
Q3 		$1.65M Buy
38,518
+5,495
+17% +$261K 0.07% 165
2021
Q2 		$1.69M Buy
33,023
+3,205
+11% +$154K 0.07% 160
2021
Q1 		$1.51M Sell
29,818
-3,803
-11% -$214K 0.07% 179
2020
Q4 		$1.79M Sell
33,621
-6,852
-17% -$321K 0.09% 148
2020
Q3 		$1.6M Buy
+40,473
New +$1.41M 0.09% 135

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

Dana Investment Advisors's SAIL Position: Q3 2022 in Review

Dana Investment Advisors sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 24,875 shares — an estimated $1.56M sold.

Dana Investment Advisors first reported a position in SAIL in Q3 2020 and held it in 8 quarters. The position peaked at $1.9M in Q1 2022. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

  • Dana Investment Advisors reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Dana Investment Advisors sold 24,875 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $1.56M.
  • Dana Investment Advisors first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q3 2020 and held it in 8 quarters.
  • Dana Investment Advisors's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $1.9M in Q1 2022.
  • 4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Dana Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.