AWA
SAGE

Arete Wealth Advisors’s Sage Therapeutics SAGE Stock Holding History

Arete Wealth Advisors’s Portfolio SAGE Stock Details SAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,268
Closed -$473K – 710
2022
Q4 		$473K Buy
+4,268
New +$163K 0.04% 336

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arete Wealth Advisors's SAGE Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Sage Therapeutics (SAGE) in Q1 2023, closing a stake of 4,268 shares — an estimated $473K sold.

Arete Wealth Advisors first reported a position in SAGE in Q4 2022 and held it in 1 quarter. The position peaked at $473K in Q4 2022. 213 funds tracked by Wall St. Rank hold SAGE as of Q1 2023.

  • Arete Wealth Advisors reported no remaining Sage Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,268 Sage Therapeutics shares in Q1 2023, an estimated $473K.
  • Arete Wealth Advisors first reported a position in Sage Therapeutics in Q4 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's Sage Therapeutics position peaked at $473K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held Sage Therapeutics as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.