PWMG
SAIL

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

Prestige Wealth Management 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
Q1 		– Sell
-52
Closed -$3K – 1083
2021
Q4 		$3K Hold
52
– – ﹤0.01% 763
2021
Q3 		$2K Sell
52
-46
-47% -$2.18K ﹤0.01% 845
2021
Q2 		$5K Hold
98
– – ﹤0.01% 659
2021
Q1 		$5K Hold
98
– – ﹤0.01% 642
2020
Q4 		$5K Buy
+98
New +$4.59K ﹤0.01% 604

Other funds holding SAIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prestige Wealth Management Group's SAIL Position: Q1 2022 in Review

Prestige Wealth Management Group sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q1 2022, closing a stake of 52 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in SAIL in Q4 2020 and held it in 5 quarters. The position peaked at $5K in Q2 2021. 275 funds tracked by Wall St. Rank hold SAIL as of Q1 2022.

  • Prestige Wealth Management Group reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 52 SailPoint Technologies Holdings, Inc. Common Stock shares in Q1 2022, an estimated $3K.
  • Prestige Wealth Management Group first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2020 and held it in 5 quarters.
  • Prestige Wealth Management Group's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $5K in Q2 2021.
  • 275 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q1 2022.

Based on Prestige Wealth Management Group's 13F filing for Q1 2022, filed 5 May 2022.