BWM
SAGE

BerganKDV Wealth Management’s Sage Therapeutics SAGE Stock Holding History

BerganKDV 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
2021
Q4 		– Sell
-41
Closed -$2K – 1119
2021
Q3 		$2K Buy
41
+3
+8% +$138 ﹤0.01% 904
2021
Q2 		$2K Buy
38
+17
+81% +$1.2K ﹤0.01% 844
2021
Q1 		$2K Hold
21
– – ﹤0.01% 804
2020
Q4 		$2K Hold
21
– – ﹤0.01% 802
2020
Q3 		$1K Hold
21
– – ﹤0.01% 855
2020
Q2 		$1K Buy
+21
New +$762 ﹤0.01% 894

Other funds holding SAGE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

BerganKDV Wealth Management's SAGE Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Sage Therapeutics (SAGE) in Q4 2021, closing a stake of 41 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in SAGE in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 216 funds tracked by Wall St. Rank hold SAGE as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining Sage Therapeutics position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 41 Sage Therapeutics shares in Q4 2021, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Sage Therapeutics in Q2 2020 and held it in 6 quarters.
  • BerganKDV Wealth Management's Sage Therapeutics position peaked at $2K in Q3 2021.
  • 216 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.