VFA
SAIL

Valeo Financial Advisors’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-113
Closed -$6K – 2042
2021
Q1 		$6K Buy
+113
New +$6.36K ﹤0.01% 1535

Other funds holding SAIL

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Vanguard Group
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Valeo Financial Advisors's SAIL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q2 2021, closing a stake of 113 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in SAIL in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 260 funds tracked by Wall St. Rank hold SAIL as of Q2 2021.

  • Valeo Financial Advisors reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 113 SailPoint Technologies Holdings, Inc. Common Stock shares in Q2 2021, an estimated $6K.
  • Valeo Financial Advisors first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $6K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.