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High Net Worth Advisory Group’s Sage Therapeutics SAGE Stock Holding History

High Net Worth Advisory Group’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
2022
Q4 		– Sell
-100
Closed -$4K – 682
2022
Q3 		$4K Hold
100
– – ﹤0.01% 601
2022
Q2 		$3K Buy
+100
New +$3.35K ﹤0.01% 617

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bellevue Group
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

High Net Worth Advisory Group's SAGE Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Sage Therapeutics (SAGE) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

High Net Worth Advisory Group first reported a position in SAGE in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 206 funds tracked by Wall St. Rank hold SAGE as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Sage Therapeutics position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 100 Sage Therapeutics shares in Q4 2022, an estimated $4K.
  • High Net Worth Advisory Group first reported a position in Sage Therapeutics in Q2 2022 and held it in 2 quarters.
  • High Net Worth Advisory Group's Sage Therapeutics position peaked at $4K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.