DPW
SAGE

DiNuzzo Private Wealth’s Sage Therapeutics SAGE Stock Holding History

DiNuzzo Private Wealth’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
2024
Q2 		– Sell
-5
Closed -$94 – 1431
2024
Q1 		$94 Hold
5
– – ﹤0.01% 1298
2023
Q4 		$109 Buy
+5
New +$99 ﹤0.01% 1312

Other funds holding SAGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DiNuzzo Private Wealth's SAGE Position: Q2 2024 in Review

DiNuzzo Private Wealth sold out of Sage Therapeutics (SAGE) in Q2 2024, closing a stake of 5 shares — an estimated $94 sold.

DiNuzzo Private Wealth first reported a position in SAGE in Q4 2023 and held it in 2 quarters. The position peaked at $109 in Q4 2023. 193 funds tracked by Wall St. Rank hold SAGE as of Q2 2024.

  • DiNuzzo Private Wealth reported no remaining Sage Therapeutics position as of Q2 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 5 Sage Therapeutics shares in Q2 2024, an estimated $94.
  • DiNuzzo Private Wealth first reported a position in Sage Therapeutics in Q4 2023 and held it in 2 quarters.
  • DiNuzzo Private Wealth's Sage Therapeutics position peaked at $109 in Q4 2023.
  • 193 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.