BAM
SAGE

Belpointe Asset Management’s Sage Therapeutics SAGE Stock Holding History

Belpointe 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
2020
Q4 		– Sell
-1,760
Closed -$108K – 980
2020
Q3 		$108K Buy
+1,760
New +$89.2K 0.01% 751
2020
Q1 		– Sell
-1,792
Closed -$129K – 753
2019
Q4 		$129K Sell
1,792
-250
-12% -$30.8K 0.02% 685
2019
Q3 		$286K Hold
2,042
– – 0.05% 403
2019
Q2 		$374K Hold
2,042
– – 0.07% 287
2019
Q1 		$325K Buy
+2,042
New +$296K 0.06% 232

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Belpointe Asset Management's SAGE Position: Q4 2020 in Review

Belpointe Asset Management sold out of Sage Therapeutics (SAGE) in Q4 2020, closing a stake of 1,760 shares — an estimated $108K sold.

Belpointe Asset Management first reported a position in SAGE in Q1 2019 and held it in 5 quarters. The position peaked at $374K in Q2 2019. 248 funds tracked by Wall St. Rank hold SAGE as of Q4 2020.

  • Belpointe Asset Management reported no remaining Sage Therapeutics position as of Q4 2020 after selling out during the quarter.
  • Belpointe Asset Management sold 1,760 Sage Therapeutics shares in Q4 2020, an estimated $108K.
  • Belpointe Asset Management first reported a position in Sage Therapeutics in Q1 2019 and held it in 5 quarters.
  • Belpointe Asset Management's Sage Therapeutics position peaked at $374K in Q2 2019.
  • 248 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2020.

Based on Belpointe Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.