CFA
SAGE

Carroll Financial Associates’s Sage Therapeutics SAGE Stock Holding History

Carroll Financial Associates’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
2019
Q3 		– Sell
-3
Closed – – 1676
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1689
2019
Q1 		$0 Buy
+3
New +$434 ﹤0.01% 1476

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Carroll Financial Associates's SAGE Position: Q3 2019 in Review

Carroll Financial Associates sold out of Sage Therapeutics (SAGE) in Q3 2019, closing a stake of 3 shares.

Carroll Financial Associates first reported a position in SAGE in Q1 2019 and held it in 2 quarters. The position peaked at $0 in Q2 2019. 284 funds tracked by Wall St. Rank hold SAGE as of Q3 2019.

  • Carroll Financial Associates reported no remaining Sage Therapeutics position as of Q3 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 3 Sage Therapeutics shares in Q3 2019.
  • Carroll Financial Associates first reported a position in Sage Therapeutics in Q1 2019 and held it in 2 quarters.
  • Carroll Financial Associates's Sage Therapeutics position peaked at $0 in Q2 2019.
  • 284 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.