Newbridge Financial Services Group’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Newbridge Financial Services Group’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	-245	Closed	-$15K	–	1525
2022 Q2	$15K	Hold	245	–	–	0.01%	745
2022 Q1	$13K	Hold	245	–	–	0.01%	874
2021 Q4	$12K	Hold	245	–	–	0.01%	890
2021 Q3	$11K	Hold	245	–	–	0.01%	862
2021 Q2	$13K	Hold	245	–	–	0.01%	920
2021 Q1	$12K	Hold	245	–	–	0.01%	855
2020 Q4	$13K	Buy	+245	New	+$11.5K	0.01%	659

Other funds holding SAIL

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Newbridge Financial Services Group's SAIL Position: Q3 2022 in Review

Newbridge Financial Services Group sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 245 shares — an estimated $15K sold.

Newbridge Financial Services Group first reported a position in SAIL in Q4 2020 and held it in 7 quarters. The position peaked at $15K in Q2 2022. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

Newbridge Financial Services Group reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 245 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $15K.
Newbridge Financial Services Group first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2020 and held it in 7 quarters.
Newbridge Financial Services Group's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $15K in Q2 2022.
4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Newbridge Financial Services Group's 13F filing for Q3 2022, filed 13 Oct 2022.