CSWM
SAGE

Cassady Schiller Wealth Management’s Sage Therapeutics SAGE Stock Holding History

Cassady Schiller 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
2022
Q1 		– Sell
-6
Closed – – 498
2021
Q4 		$0 Buy
+6
New +$251 ﹤0.01% 635

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cassady Schiller Wealth Management's SAGE Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Sage Therapeutics (SAGE) in Q1 2022, closing a stake of 6 shares.

Cassady Schiller Wealth Management first reported a position in SAGE in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 211 funds tracked by Wall St. Rank hold SAGE as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Sage Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 6 Sage Therapeutics shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in Sage Therapeutics in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Sage Therapeutics position peaked at $0 in Q4 2021.
  • 211 funds tracked by Wall St. Rank held Sage Therapeutics as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.