TCI Wealth Advisors’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

TCI Wealth 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
2022 Q3	–	Sell	-201	Closed	-$13K	–	2716
2022 Q2	$13K	Hold	201	–	–	﹤0.01%	881
2022 Q1	$10K	Sell	201 -5	-2%	-$214	﹤0.01%	1129
2021 Q4	$10K	Buy	206 +26	+14%	+$1.27K	﹤0.01%	1216
2021 Q3	$8K	Buy	+180	New	+$8.54K	﹤0.01%	1315
2021 Q2	–	Sell	-85	Closed	-$4K	–	2526
2021 Q1	$4K	Buy	+85	New	+$4.78K	﹤0.01%	1462
2019 Q2	–	Sell	-35	Closed	-$1K	–	1596
2019 Q1	$1K	Hold	35	–	–	﹤0.01%	1356
2018 Q4	$1K	Buy	+35	New	+$898	﹤0.01%	1367

Other funds holding SAIL

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

TCI Wealth Advisors's SAIL Position: Q3 2022 in Review

TCI Wealth Advisors sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 201 shares — an estimated $13K sold.

TCI Wealth Advisors first reported a position in SAIL in Q4 2018 and held it in 7 quarters. The position peaked at $13K in Q2 2022. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

TCI Wealth Advisors reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 201 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $13K.
TCI Wealth Advisors first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2018 and held it in 7 quarters.
TCI Wealth Advisors's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $13K in Q2 2022.
4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.