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

IFP 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 Q4	–	Sell	-155	Closed	-$4K	–	4937
2022 Q3	$4K	Hold	155	–	–	﹤0.01%	4179
2022 Q2	$4K	Hold	155	–	–	﹤0.01%	3942
2022 Q1	$4K	Buy	155 +136	+716%	+$5.82K	﹤0.01%	3941
2021 Q4	$1K	Buy	+19	New	+$931	﹤0.01%	3185
2021 Q2	–	Sell	-429	Closed	-$20.6K	–	3308
2021 Q1	$21K	Sell	429 -98	-19%	-$5.51K	﹤0.01%	1842
2020 Q4	$28K	Buy	527 +449	+576%	+$21K	﹤0.01%	1676
2020 Q3	$3K	Buy	+78	New	+$2.71K	﹤0.01%	2413
2019 Q1	–	Sell	-160	Closed	-$4K	–	3664
2018 Q4	$4K	Buy	160 +47	+42%	+$1.21K	﹤0.01%	2982
2018 Q3	$4K	Buy	+113	New	+$3.29K	﹤0.01%	3353

Other funds holding SAIL

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IFP Advisors's SAIL Position: Q4 2022 in Review

IFP Advisors sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q4 2022, closing a stake of 155 shares — an estimated $4K sold.

IFP Advisors first reported a position in SAIL in Q3 2018 and held it in 9 quarters. The position peaked at $28K in Q4 2020. 1 fund tracked by Wall St. Rank holds SAIL as of Q4 2022.

IFP Advisors reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 155 SailPoint Technologies Holdings, Inc. Common Stock shares in Q4 2022, an estimated $4K.
IFP Advisors first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q3 2018 and held it in 9 quarters.
IFP Advisors's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $28K in Q4 2020.
1 fund tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.