Commonwealth Equity Services
SAGE

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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return