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Cape Investment Advisory’s Sage Therapeutics SAGE Stock Holding History

Cape Investment Advisory’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
-500
Closed -$9.37K – 976
2024
Q1 		$9.37K Hold
500
– – ﹤0.01% 563
2023
Q4 		$10.8K Hold
500
– – 0.01% 638
2023
Q3 		$10.3K Hold
500
– – 0.01% 546
2023
Q2 		$23.5K Hold
500
– – 0.01% 413
2023
Q1 		$21K Buy
+500
New +$21.5K 0.01% 411

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's SAGE Position: Q2 2024 in Review

Cape Investment Advisory sold out of Sage Therapeutics (SAGE) in Q2 2024, closing a stake of 500 shares — an estimated $9.37K sold.

Cape Investment Advisory first reported a position in SAGE in Q1 2023 and held it in 5 quarters. The position peaked at $23.5K in Q2 2023. 195 funds tracked by Wall St. Rank hold SAGE as of Q2 2024.

  • Cape Investment Advisory reported no remaining Sage Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 500 Sage Therapeutics shares in Q2 2024, an estimated $9.37K.
  • Cape Investment Advisory first reported a position in Sage Therapeutics in Q1 2023 and held it in 5 quarters.
  • Cape Investment Advisory's Sage Therapeutics position peaked at $23.5K in Q2 2023.
  • 195 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2024.

Based on Cape Investment Advisory's 13F filing for Q2 2024, filed 15 Aug 2024.