Sigma Planning Corp’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Sigma Planning Corp’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	-10,500	Closed	-$415K	–	1269
2020 Q3	$415K	Buy	+10,500	New	+$365K	0.02%	668
2018 Q4	–	Sell	-11,960	Closed	-$407K	–	1001
2018 Q3	$407K	Buy	+11,960	New	+$348K	0.02%	564

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

CIP

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TCM

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

Sigma Planning Corp's SAIL Position: Q4 2020 in Review

Sigma Planning Corp sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q4 2020, closing a stake of 10,500 shares — an estimated $415K sold.

Sigma Planning Corp first reported a position in SAIL in Q3 2018 and held it in 2 quarters. The position peaked at $415K in Q3 2020. 280 funds tracked by Wall St. Rank hold SAIL as of Q4 2020.

Sigma Planning Corp reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
Sigma Planning Corp sold 10,500 SailPoint Technologies Holdings, Inc. Common Stock shares in Q4 2020, an estimated $415K.
Sigma Planning Corp first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q3 2018 and held it in 2 quarters.
Sigma Planning Corp's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $415K in Q3 2020.
280 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q4 2020.

Based on Sigma Planning Corp's 13F filing for Q4 2020, filed 9 Feb 2021.