EWP
SAIL

Engrave Wealth Partners’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-2,414
Closed -$63K – 456
2020
Q2 		$63K Hold
2,414
– – 0.06% 99
2020
Q1 		$36K Hold
2,414
– – 0.04% 116
2019
Q4 		$56K Buy
+2,414
New +$52.8K 0.05% 119

Other funds holding SAIL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Engrave Wealth Partners's SAIL Position: Q3 2020 in Review

Engrave Wealth Partners sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2020, closing a stake of 2,414 shares — an estimated $63K sold.

Engrave Wealth Partners first reported a position in SAIL in Q4 2019 and held it in 3 quarters. The position peaked at $63K in Q2 2020. 223 funds tracked by Wall St. Rank hold SAIL as of Q3 2020.

  • Engrave Wealth Partners reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 2,414 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2020, an estimated $63K.
  • Engrave Wealth Partners first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $63K in Q2 2020.
  • 223 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.