Evolution Wealth Advisors’s Sage Therapeutics SAGE Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-60	Closed	-$3K	–	534
2021 Q3	$3K	Sell	60 -91	-60%	-$4.17K	﹤0.01%	621
2021 Q2	$9K	Sell	151 -31	-17%	-$2.19K	﹤0.01%	427
2021 Q1	$14K	Sell	182 -46	-20%	-$3.77K	﹤0.01%	363
2020 Q4	$20K	Sell	228 -90	-28%	-$6.63K	﹤0.01%	268
2020 Q3	$19K	Buy	+318	New	+$16.1K	0.01%	273
2020 Q1	–	Sell	-204	Closed	-$15K	–	588
2019 Q4	$15K	Buy	204 +192	+1,600%	+$23.6K	﹤0.01%	254
2019 Q3	$2K	Sell	12 -103	-90%	-$17.2K	﹤0.01%	435
2019 Q2	$21K	Buy	+115	New	+$19.6K	0.01%	125

Other funds holding SAGE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

Evolution Wealth Advisors's SAGE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Sage Therapeutics (SAGE) in Q4 2021, closing a stake of 60 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in SAGE in Q2 2019 and held it in 8 quarters. The position peaked at $21K in Q2 2019. 216 funds tracked by Wall St. Rank hold SAGE as of Q4 2021.

Evolution Wealth Advisors reported no remaining Sage Therapeutics position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 60 Sage Therapeutics shares in Q4 2021, an estimated $3K.
Evolution Wealth Advisors first reported a position in Sage Therapeutics in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Sage Therapeutics position peaked at $21K in Q2 2019.
216 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.