First Trust Advisors’s Sage Therapeutics SAGE Stock Holding History

First Trust 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
2023 Q4	–	Sell	-74,485	Closed	-$1.53M	–	2426
2023 Q3	$1.53M	Buy	74,485 +36,643	+97%	+$1.06M	﹤0.01%	1797
2023 Q2	$1.78M	Buy	37,842 +30,064	+387%	+$1.5M	﹤0.01%	1769
2023 Q1	$326K	Sell	7,778 -37,993	-83%	-$1.63M	﹤0.01%	2226
2022 Q4	$1.75M	Buy	45,771 +36,917	+417%	+$1.41M	﹤0.01%	1751
2022 Q3	$347K	Buy	+8,854	New	+$342K	﹤0.01%	2313
2022 Q2	–	Sell	-844,652	Closed	-$28M	–	2587
2022 Q1	$28M	Buy	844,652 +33,218	+4%	+$1.25M	0.03%	682
2021 Q4	$34.5M	Buy	811,434 +222,395	+38%	+$9.31M	0.03%	610
2021 Q3	$26.1M	Buy	589,039 +178,286	+43%	+$8.18M	0.03%	677
2021 Q2	$23.3M	Buy	410,753 +160,865	+64%	+$11.4M	0.03%	710
2021 Q1	$18.7M	Buy	249,888 +82,731	+49%	+$6.78M	0.02%	734
2020 Q4	$14.5M	Buy	+167,157	New	+$12.3M	0.02%	725

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

RTW Investments New York $10B AUM 135.35% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

First Trust Advisors's SAGE Position: Q4 2023 in Review

First Trust Advisors sold out of Sage Therapeutics (SAGE) in Q4 2023, closing a stake of 74,485 shares — an estimated $1.53M sold.

First Trust Advisors first reported a position in SAGE in Q4 2020 and held it in 11 quarters. The position peaked at $34.5M in Q4 2021. 200 funds tracked by Wall St. Rank hold SAGE as of Q4 2023.

First Trust Advisors reported no remaining Sage Therapeutics position as of Q4 2023 after selling out during the quarter.
First Trust Advisors sold 74,485 Sage Therapeutics shares in Q4 2023, an estimated $1.53M.
First Trust Advisors first reported a position in Sage Therapeutics in Q4 2020 and held it in 11 quarters.
First Trust Advisors's Sage Therapeutics position peaked at $34.5M in Q4 2021.
200 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2023.

Based on First Trust Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.