JP Morgan Private Wealth Advisors’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

JP Morgan Private Wealth 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
2021 Q2	–	Sell	-4,335	Closed	-$220K	–	1955
2021 Q1	$220K	Sell	4,335 -8,087	-65%	-$455K	﹤0.01%	1646
2020 Q4	$661K	Buy	+12,422	New	+$582K	﹤0.01%	1180

Other funds holding SAIL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SAIL Position: Q2 2021 in Review

JP Morgan Private Wealth Advisors sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q2 2021, closing a stake of 4,335 shares — an estimated $220K sold.

JP Morgan Private Wealth Advisors first reported a position in SAIL in Q4 2020 and held it in 2 quarters. The position peaked at $661K in Q4 2020. 260 funds tracked by Wall St. Rank hold SAIL as of Q2 2021.

JP Morgan Private Wealth Advisors reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,335 SailPoint Technologies Holdings, Inc. Common Stock shares in Q2 2021, an estimated $220K.
JP Morgan Private Wealth Advisors first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2020 and held it in 2 quarters.
JP Morgan Private Wealth Advisors's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $661K in Q4 2020.
260 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q2 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.