HFP
SAGE icon

Holistic Financial Partners’s Sage Therapeutics SAGE Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-17
Closed -$3K – 294
2018
Q1 		$3K Hold
17
– – ﹤0.01% 409
2017
Q4 		$3K Buy
+17
New +$1.65K ﹤0.01% 415

Other funds holding SAGE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BB Biotech
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Holistic Financial Partners's SAGE Position: Q2 2018 in Review

Holistic Financial Partners sold out of Sage Therapeutics (SAGE) in Q2 2018, closing a stake of 17 shares — an estimated $3K sold.

Holistic Financial Partners first reported a position in SAGE in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 269 funds tracked by Wall St. Rank hold SAGE as of Q2 2018.

  • Holistic Financial Partners reported no remaining Sage Therapeutics position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 17 Sage Therapeutics shares in Q2 2018, an estimated $3K.
  • Holistic Financial Partners first reported a position in Sage Therapeutics in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Sage Therapeutics position peaked at $3K in Q1 2018.
  • 269 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.