LPL Financial’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

LPL Financial’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	-19,750	Closed	-$1.24M	–	4579
2022 Q2	$1.24M	Buy	+19,750	New	+$1.22M	﹤0.01%	2412
2021 Q2	–	Sell	-8,206	Closed	-$416K	–	4335
2021 Q1	$416K	Sell	8,206 -24,773	-75%	-$1.39M	﹤0.01%	3191
2020 Q4	$1.76M	Buy	+32,979	New	+$1.55M	﹤0.01%	1754
2019 Q3	–	Sell	-39,978	Closed	-$801K	–	3397
2019 Q2	$801K	Buy	39,978 +8,608	+27%	+$195K	﹤0.01%	1895
2019 Q1	$901K	Sell	31,370 -2,826	-8%	-$80.5K	﹤0.01%	1722
2018 Q4	$803K	Buy	34,196 +9,012	+36%	+$231K	﹤0.01%	1696
2018 Q3	$857K	Buy	+25,184	New	+$733K	﹤0.01%	1800

Other funds holding SAIL

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LPL Financial's SAIL Position: Q3 2022 in Review

LPL Financial sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 19,750 shares — an estimated $1.24M sold.

LPL Financial first reported a position in SAIL in Q3 2018 and held it in 7 quarters. The position peaked at $1.76M in Q4 2020. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

LPL Financial reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
LPL Financial sold 19,750 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $1.24M.
LPL Financial first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q3 2018 and held it in 7 quarters.
LPL Financial's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $1.76M in Q4 2020.
4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on LPL Financial's 13F filing for Q3 2022, filed 14 Nov 2022.