CRWM
SAGE

Castle Rock Wealth Management’s Sage Therapeutics SAGE Stock Holding History

Castle Rock 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
2019
Q4 		– Sell
-2,316
Closed -$334K – 174
2019
Q3 		$334K Buy
+2,316
New +$387K 0.35% 105

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Castle Rock Wealth Management's SAGE Position: Q4 2019 in Review

Castle Rock Wealth Management sold out of Sage Therapeutics (SAGE) in Q4 2019, closing a stake of 2,316 shares — an estimated $334K sold.

Castle Rock Wealth Management first reported a position in SAGE in Q3 2019 and held it in 1 quarter. The position peaked at $334K in Q3 2019. 266 funds tracked by Wall St. Rank hold SAGE as of Q4 2019.

  • Castle Rock Wealth Management reported no remaining Sage Therapeutics position as of Q4 2019 after selling out during the quarter.
  • Castle Rock Wealth Management sold 2,316 Sage Therapeutics shares in Q4 2019, an estimated $334K.
  • Castle Rock Wealth Management first reported a position in Sage Therapeutics in Q3 2019 and held it in 1 quarter.
  • Castle Rock Wealth Management's Sage Therapeutics position peaked at $334K in Q3 2019.
  • 266 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2019.

Based on Castle Rock Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.