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

Optimum Investment 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
2020 Q1	–	Sell	-5,950	Closed	-$140K	–	981
2019 Q4	$140K	Hold	5,950	–	–	0.04%	328
2019 Q3	$111K	Hold	5,950	–	–	0.04%	362
2019 Q2	$119K	Buy	5,950 +900	+18%	+$20.4K	0.04%	342
2019 Q1	$145K	Buy	5,050 +800	+19%	+$22.8K	0.05%	324
2018 Q4	$100K	Sell	4,250 -650	-13%	-$16.7K	0.03%	360
2018 Q3	$167K	Buy	4,900 +100	+2%	+$2.91K	0.05%	327
2018 Q2	$118K	Buy	4,800 +1,600	+50%	+$39K	0.03%	381
2018 Q1	$66K	Buy	+3,200	New	+$58.6K	0.02%	484

Other funds holding SAIL

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

BlackRock New York $5.72T AUM 30.48% 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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

CIP

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCM

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

Optimum Investment Advisors's SAIL Position: Q1 2020 in Review

Optimum Investment Advisors sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q1 2020, closing a stake of 5,950 shares — an estimated $140K sold.

Optimum Investment Advisors first reported a position in SAIL in Q1 2018 and held it in 8 quarters. The position peaked at $167K in Q3 2018. 166 funds tracked by Wall St. Rank hold SAIL as of Q1 2020.

Optimum Investment Advisors reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Optimum Investment Advisors sold 5,950 SailPoint Technologies Holdings, Inc. Common Stock shares in Q1 2020, an estimated $140K.
Optimum Investment Advisors first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q1 2018 and held it in 8 quarters.
Optimum Investment Advisors's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $167K in Q3 2018.
166 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.