Pinnacle Wealth Planning Services’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	–	Sell	-266	Closed	-$14K	–	2185
2020 Q4	$14K	Buy	+266	New	+$12.5K	﹤0.01%	1296

Other funds holding SAIL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

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

TCM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's SAIL Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q1 2021, closing a stake of 266 shares — an estimated $14K sold.

Pinnacle Wealth Planning Services first reported a position in SAIL in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 287 funds tracked by Wall St. Rank hold SAIL as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 266 SailPoint Technologies Holdings, Inc. Common Stock shares in Q1 2021, an estimated $14K.
Pinnacle Wealth Planning Services first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
Pinnacle Wealth Planning Services's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $14K in Q4 2020.
287 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.