WAM
SAIL

Wealthspire Advisors (Maryland)’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q3 		– Sell
-400
Closed -$10K – 2563
2018
Q2 		$10K Hold
400
– – ﹤0.01% 1561
2018
Q1 		$8K Buy
+400
New +$7.32K ﹤0.01% 1656

Other funds holding SAIL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SAIL Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2018, closing a stake of 400 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in SAIL in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 156 funds tracked by Wall St. Rank hold SAIL as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 400 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2018, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q1 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s SailPoint Technologies Holdings, Inc. Common Stock position peaked at $10K in Q2 2018.
  • 156 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.