Global Retirement Partners’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Global Retirement 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
2022 Q3	–	Sell	-6	Closed	–	–	3096
2022 Q2	$0	Hold	6	–	–	﹤0.01%	2955
2022 Q1	$0	Buy	+6	New	+$257	﹤0.01%	2843
2020 Q1	–	Sell	-125	Closed	-$3K	–	1723
2019 Q4	$3K	Buy	+125	New	+$2.73K	﹤0.01%	1446
2019 Q3	–	Sell	-530	Closed	-$11K	–	1717
2019 Q2	$11K	Buy	530 +119	+29%	+$2.7K	﹤0.01%	1094
2019 Q1	$12K	Sell	411 -126	-23%	-$3.59K	﹤0.01%	1017
2018 Q4	$13K	Buy	537 +168	+46%	+$4.31K	﹤0.01%	902
2018 Q3	$13K	Buy	+369	New	+$10.7K	﹤0.01%	971

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

Global Retirement Partners's SAIL Position: Q3 2022 in Review

Global Retirement Partners sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 6 shares.

Global Retirement Partners first reported a position in SAIL in Q3 2018 and held it in 7 quarters. The position peaked at $13K in Q4 2018. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

Global Retirement Partners reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Global Retirement Partners sold 6 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022.
Global Retirement Partners first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q3 2018 and held it in 7 quarters.
Global Retirement Partners's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $13K in Q4 2018.
4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.