AWM
SAGE

Avior Wealth Management’s Sage Therapeutics SAGE Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-10
Closed -$187 – 3445
2024
Q1 		$187 Buy
+10
New +$231 ﹤0.01% 2902
2021
Q1 		– Sell
-4,592
Closed -$397K – 1121
2020
Q4 		$397K Sell
4,592
-2,578
-36% -$190K 0.05% 311
2020
Q3 		$438K Buy
7,170
+450
+7% +$22.8K 0.06% 264
2020
Q2 		$279K Buy
6,720
+2,330
+53% +$84.6K 0.04% 340
2020
Q1 		$126K Buy
4,390
+1,890
+76% +$109K 0.02% 397
2019
Q4 		$180K Buy
2,500
+980
+64% +$121K 0.03% 384
2019
Q3 		$213K Buy
+1,520
New +$254K 0.04% 357
2019
Q1 		– Sell
-395
Closed -$37K – 702
2018
Q4 		$37K Hold
395
– – 0.01% 484
2018
Q3 		$56K Buy
+395
New +$61K 0.01% 478

Other funds holding SAGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avior Wealth Management's SAGE Position: Q2 2024 in Review

Avior Wealth Management sold out of Sage Therapeutics (SAGE) in Q2 2024, closing a stake of 10 shares — an estimated $187 sold.

Avior Wealth Management first reported a position in SAGE in Q3 2018 and held it in 9 quarters. The position peaked at $438K in Q3 2020. 195 funds tracked by Wall St. Rank hold SAGE as of Q2 2024.

  • Avior Wealth Management reported no remaining Sage Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 10 Sage Therapeutics shares in Q2 2024, an estimated $187.
  • Avior Wealth Management first reported a position in Sage Therapeutics in Q3 2018 and held it in 9 quarters.
  • Avior Wealth Management's Sage Therapeutics position peaked at $438K in Q3 2020.
  • 195 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.