PMFA
SAIL

Plante Moran Financial Advisors’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Plante Moran Financial 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
Q4 		– Sell
-150
Closed -$6K – 1030
2020
Q3 		$6K Buy
+150
New +$5.21K ﹤0.01% 681

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CIP
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TCM
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Plante Moran Financial Advisors's SAIL Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q4 2020, closing a stake of 150 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in SAIL in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 280 funds tracked by Wall St. Rank hold SAIL as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 150 SailPoint Technologies Holdings, Inc. Common Stock shares in Q4 2020, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $6K in Q3 2020.
  • 280 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.