Focused Wealth Management’s Sage Therapeutics SAGE Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-100	Closed	-$2.17K	–	811
2023 Q4	$2.17K	Hold	100	–	–	﹤0.01%	766
2023 Q3	$2.06K	Hold	100	–	–	﹤0.01%	765
2023 Q2	$4.7K	Hold	100	–	–	﹤0.01%	683
2023 Q1	$4.2K	Hold	100	–	–	﹤0.01%	707
2022 Q4	$3.81K	Hold	100	–	–	﹤0.01%	706
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	672
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	703
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	755
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	735
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	754
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	690
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	669
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	573
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	588
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	617
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	590
2019 Q4	$7K	Buy	+100	New	+$12.3K	﹤0.01%	542

Other funds holding SAGE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Focused Wealth Management's SAGE Position: Q1 2024 in Review

Focused Wealth Management sold out of Sage Therapeutics (SAGE) in Q1 2024, closing a stake of 100 shares — an estimated $2.17K sold.

Focused Wealth Management first reported a position in SAGE in Q4 2019 and held it in 17 quarters. The position peaked at $9K in Q4 2020. 205 funds tracked by Wall St. Rank hold SAGE as of Q1 2024.

Focused Wealth Management reported no remaining Sage Therapeutics position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 100 Sage Therapeutics shares in Q1 2024, an estimated $2.17K.
Focused Wealth Management first reported a position in Sage Therapeutics in Q4 2019 and held it in 17 quarters.
Focused Wealth Management's Sage Therapeutics position peaked at $9K in Q4 2020.
205 funds tracked by Wall St. Rank held Sage Therapeutics as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.