MWM
SAIL

Mascoma Wealth Management’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Mascoma Wealth Management’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
-2,000
Closed -$101K – 462
2021
Q1 		$101K Buy
+2,000
New +$112K 0.04% 155

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EC
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CIP
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TCM
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Mascoma Wealth Management's SAIL Position: Q2 2021 in Review

Mascoma Wealth Management sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q2 2021, closing a stake of 2,000 shares — an estimated $101K sold.

Mascoma Wealth Management first reported a position in SAIL in Q1 2021 and held it in 1 quarter. The position peaked at $101K in Q1 2021. 260 funds tracked by Wall St. Rank hold SAIL as of Q2 2021.

  • Mascoma Wealth Management reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 2,000 SailPoint Technologies Holdings, Inc. Common Stock shares in Q2 2021, an estimated $101K.
  • Mascoma Wealth Management first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Mascoma Wealth Management's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $101K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q2 2021.

Based on Mascoma Wealth Management's 13F filing for Q2 2021, filed 6 Jul 2021.