SSWM
SAIL

Sheets Smith Wealth Management’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Sheets Smith Wealth Management’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
2018
Q4 		– Sell
-10,185
Closed -$346K – 334
2018
Q3 		$346K Buy
10,185
+532
+6% +$15.5K 0.07% 274
2018
Q2 		$237K Buy
+9,653
New +$235K 0.06% 285

Other funds holding SAIL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sheets Smith Wealth Management's SAIL Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q4 2018, closing a stake of 10,185 shares — an estimated $346K sold.

Sheets Smith Wealth Management first reported a position in SAIL in Q2 2018 and held it in 2 quarters. The position peaked at $346K in Q3 2018. 174 funds tracked by Wall St. Rank hold SAIL as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,185 SailPoint Technologies Holdings, Inc. Common Stock shares in Q4 2018, an estimated $346K.
  • Sheets Smith Wealth Management first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q2 2018 and held it in 2 quarters.
  • Sheets Smith Wealth Management's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $346K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.