Glassman Wealth Services’s Sage Therapeutics SAGE Stock Holding History

Glassman Wealth 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
2024 Q1	–	Sell	-14	Closed	-$303	–	1500
2023 Q4	$303	Sell	14 -63	-82%	-$1.25K	﹤0.01%	1820
2023 Q3	$1.58K	Buy	+77	New	+$2.22K	﹤0.01%	1406
2022 Q1	–	Sell	-301	Closed	-$13K	–	1904
2021 Q4	$13K	Buy	301 +252	+514%	+$10.6K	﹤0.01%	722
2021 Q3	$2K	Sell	49 -78	-61%	-$3.58K	﹤0.01%	1214
2021 Q2	$7K	Buy	127 +2	+2%	+$141	﹤0.01%	843
2021 Q1	$9K	Hold	125	–	–	﹤0.01%	743
2020 Q4	$11K	Buy	125 +80	+178%	+$5.9K	﹤0.01%	692
2020 Q3	$3K	Hold	45	–	–	﹤0.01%	921
2020 Q2	$2K	Buy	45 +22	+96%	+$798	﹤0.01%	892
2020 Q1	$1K	Buy	23 +20	+667%	+$1.16K	﹤0.01%	975
2019 Q4	$0	Buy	+3	New	+$369	﹤0.01%	1441
2019 Q3	–	Sell	-9	Closed	-$2K	–	1335
2019 Q2	$2K	Buy	+9	New	+$1.54K	﹤0.01%	744

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 $3.38T AUM 44.17% 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

Glassman Wealth Services's SAGE Position: Q1 2024 in Review

Glassman Wealth Services sold out of Sage Therapeutics (SAGE) in Q1 2024, closing a stake of 14 shares — an estimated $303 sold.

Glassman Wealth Services first reported a position in SAGE in Q2 2019 and held it in 12 quarters. The position peaked at $13K in Q4 2021. 205 funds tracked by Wall St. Rank hold SAGE as of Q1 2024.

Glassman Wealth Services reported no remaining Sage Therapeutics position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 14 Sage Therapeutics shares in Q1 2024, an estimated $303.
Glassman Wealth Services first reported a position in Sage Therapeutics in Q2 2019 and held it in 12 quarters.
Glassman Wealth Services's Sage Therapeutics position peaked at $13K in Q4 2021.
205 funds tracked by Wall St. Rank held Sage Therapeutics as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.