TFA
SAIL

Toth Financial Advisory’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Toth Financial Advisory’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
2021
Q4 		– Sell
-50
Closed -$2K – 845
2021
Q3 		$2K Hold
50
– – ﹤0.01% 689
2021
Q2 		$3K Hold
50
– – ﹤0.01% 574
2021
Q1 		$3K Buy
+50
New +$2.81K ﹤0.01% 569

Other funds holding SAIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Toth Financial Advisory's SAIL Position: Q4 2021 in Review

Toth Financial Advisory sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in SAIL in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 264 funds tracked by Wall St. Rank hold SAIL as of Q4 2021.

  • Toth Financial Advisory reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 50 SailPoint Technologies Holdings, Inc. Common Stock shares in Q4 2021, an estimated $2K.
  • Toth Financial Advisory first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q1 2021 and held it in 3 quarters.
  • Toth Financial Advisory's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $3K in Q2 2021.
  • 264 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q4 2021.

Based on Toth Financial Advisory's 13F filing for Q4 2021, filed 31 Jan 2022.