APP
SAGE

Avantax Planning Partners’s Sage Therapeutics SAGE Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-39
Closed -$6K – 1011
2018
Q3 		$6K Buy
+39
New +$6.02K ﹤0.01% 1049
2018
Q2 		– Sell
-51
Closed -$8K – 1228
2018
Q1 		$8K Buy
+51
New +$8.66K ﹤0.01% 1169

Other funds holding SAGE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Avantax Planning Partners's SAGE Position: Q4 2018 in Review

Avantax Planning Partners sold out of Sage Therapeutics (SAGE) in Q4 2018, closing a stake of 39 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in SAGE in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 249 funds tracked by Wall St. Rank hold SAGE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Sage Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 39 Sage Therapeutics shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Sage Therapeutics in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Sage Therapeutics position peaked at $8K in Q1 2018.
  • 249 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.