Commonwealth Equity Services’s Sage Therapeutics SAGE Stock Holding History

Commonwealth Equity Services’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	-5,121	Closed	-$241K	–	3919
2023 Q2	$241K	Buy	+5,121	New	+$255K	﹤0.01%	3228
2021 Q3	–	Sell	-4,239	Closed	-$240K	–	3648
2021 Q2	$240K	Sell	4,239 -171	-4%	-$12.1K	﹤0.01%	3114
2021 Q1	$330K	Buy	4,410 +196	+5%	+$16.1K	﹤0.01%	2684
2020 Q4	$364K	Buy	+4,214	New	+$311K	﹤0.01%	2404
2019 Q4	–	Sell	-1,763	Closed	-$247K	–	2938
2019 Q3	$247K	Sell	1,763 -9	-0.5%	-$1.51K	﹤0.01%	2403
2019 Q2	$324K	Buy	1,772 +77	+5%	+$13.1K	﹤0.01%	2140
2019 Q1	$269K	Buy	+1,695	New	+$245K	﹤0.01%	2244

Other funds holding SAGE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Commonwealth Equity Services's SAGE Position: Q3 2023 in Review

Commonwealth Equity Services sold out of Sage Therapeutics (SAGE) in Q3 2023, closing a stake of 5,121 shares — an estimated $241K sold.

Commonwealth Equity Services first reported a position in SAGE in Q1 2019 and held it in 7 quarters. The position peaked at $364K in Q4 2020. 194 funds tracked by Wall St. Rank hold SAGE as of Q3 2023.

Commonwealth Equity Services reported no remaining Sage Therapeutics position as of Q3 2023 after selling out during the quarter.
Commonwealth Equity Services sold 5,121 Sage Therapeutics shares in Q3 2023, an estimated $241K.
Commonwealth Equity Services first reported a position in Sage Therapeutics in Q1 2019 and held it in 7 quarters.
Commonwealth Equity Services's Sage Therapeutics position peaked at $364K in Q4 2020.
194 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2023.

Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.