BAAM
SAGE

Baker Avenue Asset Management’s Sage Therapeutics SAGE Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-33
Closed -$679 – 1274
2023
Q3 		$679 Buy
33
+21
+175% +$606 ﹤0.01% 1365
2023
Q2 		$564 Hold
12
– – ﹤0.01% 1361
2023
Q1 		$504 Hold
12
– – ﹤0.01% 1428
2022
Q4 		$458 Buy
+12
New +$458 ﹤0.01% 1366
2019
Q4 		– Sell
-2,100
Closed -$294K – 267
2019
Q3 		$294K Hold
2,100
– – 0.02% 213
2019
Q2 		$384K Sell
2,100
-900
-30% -$154K 0.03% 192
2019
Q1 		$477K Buy
+3,000
New +$434K 0.04% 182

Other funds holding SAGE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Avenue Asset Management's SAGE Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Sage Therapeutics (SAGE) in Q4 2023, closing a stake of 33 shares — an estimated $679 sold.

Baker Avenue Asset Management first reported a position in SAGE in Q1 2019 and held it in 7 quarters. The position peaked at $477K in Q1 2019. 201 funds tracked by Wall St. Rank hold SAGE as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Sage Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 33 Sage Therapeutics shares in Q4 2023, an estimated $679.
  • Baker Avenue Asset Management first reported a position in Sage Therapeutics in Q1 2019 and held it in 7 quarters.
  • Baker Avenue Asset Management's Sage Therapeutics position peaked at $477K in Q1 2019.
  • 201 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.