GWS
SAIL

Glassman Wealth Services’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Glassman Wealth Services’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
-21
Closed -$1K – 2102
2022
Q2 		$1K Buy
21
+15
+250% +$925 ﹤0.01% 1617
2022
Q1 		$0 Sell
6
-11
-65% -$470 ﹤0.01% 2057
2021
Q4 		$1K Buy
17
+11
+183% +$539 ﹤0.01% 1591
2021
Q3 		$0 Sell
6
-300
-98% -$14.2K ﹤0.01% 1894
2021
Q2 		$16K Sell
306
-2
-0.6% -$96 ﹤0.01% 642
2021
Q1 		$16K Buy
308
+2
+0.7% +$112 ﹤0.01% 596
2020
Q4 		$16K Hold
306
– – ﹤0.01% 603
2020
Q3 		$12K Buy
306
+300
+5,000% +$10.4K ﹤0.01% 584
2020
Q2 		$0 Buy
+6
New +$124 ﹤0.01% 1627

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

Glassman Wealth Services's SAIL Position: Q3 2022 in Review

Glassman Wealth Services sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 21 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in SAIL in Q2 2020 and held it in 9 quarters. The position peaked at $16K in Q2 2021. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

  • Glassman Wealth Services reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 21 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q2 2020 and held it in 9 quarters.
  • Glassman Wealth Services's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $16K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.