SWM
SAIL

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

Spire 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
2022
Q3 		– Sell
-11
Closed -$1K – 2734
2022
Q2 		$1K Sell
11
-89
-89% -$5.49K ﹤0.01% 2633
2022
Q1 		$5K Hold
100
– – ﹤0.01% 2260
2021
Q4 		$5K Hold
100
– – ﹤0.01% 2592
2021
Q3 		$4K Hold
100
– – ﹤0.01% 2368
2021
Q2 		$5K Hold
100
– – ﹤0.01% 2338
2021
Q1 		$5K Buy
+100
New +$5.62K ﹤0.01% 2663

Other funds holding SAIL

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's SAIL Position: Q3 2022 in Review

Spire Wealth Management sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in SAIL in Q1 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

  • Spire Wealth Management reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 11 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $5K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.