HIA
SAIL

Harbor Investment Advisory’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Harbor Investment Advisory’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
-1,301
Closed -$82K – 1428
2022
Q2 		$82K Sell
1,301
-2,900
-69% -$179K 0.01% 555
2022
Q1 		$215K Buy
4,201
+658
+19% +$28.1K 0.03% 362
2021
Q4 		$171K Buy
3,543
+628
+22% +$30.8K 0.02% 409
2021
Q3 		$125K Buy
2,915
+1,443
+98% +$68.5K 0.02% 470
2021
Q2 		$75K Buy
+1,472
New +$70.7K 0.01% 585
2020
Q3 		– Sell
-100
Closed -$3K – 1269
2020
Q2 		$3K Sell
100
-375
-79% -$7.74K ﹤0.01% 963
2020
Q1 		$7K Sell
475
-100
-17% -$2.27K ﹤0.01% 820
2019
Q4 		$14K Buy
+575
New +$12.6K ﹤0.01% 591

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

Harbor Investment Advisory's SAIL Position: Q3 2022 in Review

Harbor Investment Advisory sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 1,301 shares — an estimated $82K sold.

Harbor Investment Advisory first reported a position in SAIL in Q4 2019 and held it in 8 quarters. The position peaked at $215K in Q1 2022. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

  • Harbor Investment Advisory reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,301 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $82K.
  • Harbor Investment Advisory first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2019 and held it in 8 quarters.
  • Harbor Investment Advisory's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $215K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Harbor Investment Advisory's 13F filing for Q3 2022, filed 1 Nov 2022.