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Beaird Harris Wealth Management’s Sage Therapeutics SAGE Stock Holding History

Beaird Harris 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
2022
Q4 		– Sell
-25
Closed -$1K – 766
2022
Q3 		$1K Hold
25
– – ﹤0.01% 456
2022
Q2 		$1K Hold
25
– – ﹤0.01% 382
2022
Q1 		$1K Hold
25
– – ﹤0.01% 576
2021
Q4 		$1K Buy
+25
New +$1.05K ﹤0.01% 616

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beaird Harris Wealth Management's SAGE Position: Q4 2022 in Review

Beaird Harris Wealth Management sold out of Sage Therapeutics (SAGE) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

Beaird Harris Wealth Management first reported a position in SAGE in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 206 funds tracked by Wall St. Rank hold SAGE as of Q4 2022.

  • Beaird Harris Wealth Management reported no remaining Sage Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 25 Sage Therapeutics shares in Q4 2022, an estimated $1K.
  • Beaird Harris Wealth Management first reported a position in Sage Therapeutics in Q4 2021 and held it in 4 quarters.
  • Beaird Harris Wealth Management's Sage Therapeutics position peaked at $1K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.