LA
SAIL

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

Legacy 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
Q3 		– Sell
-5,334
Closed -$334K – 245
2022
Q2 		$334K Sell
5,334
-956
-15% -$59K 0.07% 162
2022
Q1 		$322K Buy
6,290
+956
+18% +$40.9K 0.06% 154
2021
Q4 		$258K Sell
5,334
-3
-0.1% -$147 0.09% 108
2021
Q3 		$229K Buy
5,337
+3
+0.1% +$142 0.09% 112
2021
Q2 		$272K Hold
5,334
– – 0.11% 98
2021
Q1 		$270K Hold
5,334
– – 0.12% 97
2020
Q4 		$284K Buy
+5,334
New +$250K 0.16% 85

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

Legacy Advisors's SAIL Position: Q3 2022 in Review

Legacy Advisors sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 5,334 shares — an estimated $334K sold.

Legacy Advisors first reported a position in SAIL in Q4 2020 and held it in 7 quarters. The position peaked at $334K in Q2 2022. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

  • Legacy Advisors reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Legacy Advisors sold 5,334 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $334K.
  • Legacy Advisors first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2020 and held it in 7 quarters.
  • Legacy Advisors's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $334K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Legacy Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.