CSPIA
SAGE

Cary Street Partners Investment Advisory’s Sage Therapeutics SAGE Stock Holding History

Cary Street Partners 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
2023
Q3 		– Sell
-70
Closed -$3.29K – 1915
2023
Q2 		$3.29K Hold
70
– – ﹤0.01% 1507
2023
Q1 		$2.94K Hold
70
– – ﹤0.01% 1440
2022
Q4 		$2.67K Buy
+70
New +$2.67K ﹤0.01% 1460

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cary Street Partners Investment Advisory's SAGE Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of Sage Therapeutics (SAGE) in Q3 2023, closing a stake of 70 shares — an estimated $3.29K sold.

Cary Street Partners Investment Advisory first reported a position in SAGE in Q4 2022 and held it in 3 quarters. The position peaked at $3.29K in Q2 2023. 194 funds tracked by Wall St. Rank hold SAGE as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining Sage Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 70 Sage Therapeutics shares in Q3 2023, an estimated $3.29K.
  • Cary Street Partners Investment Advisory first reported a position in Sage Therapeutics in Q4 2022 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Sage Therapeutics position peaked at $3.29K in Q2 2023.
  • 194 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.