JWA
SAGE

JFS Wealth Advisors’s Sage Therapeutics SAGE Stock Holding History

JFS Wealth 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
2024
Q2 		– Sell
-8
Closed -$150 – 2037
2024
Q1 		$150 Hold
8
– – ﹤0.01% 1915
2023
Q4 		$174 Sell
8
-5
-38% -$99 ﹤0.01% 1915
2023
Q3 		$268 Sell
13
-4
-24% -$116 ﹤0.01% 1828
2023
Q2 		$800 Buy
17
+3
+21% +$149 ﹤0.01% 1665
2023
Q1 		$588 Buy
14
+2
+17% +$86 ﹤0.01% 1700
2022
Q4 		$458 Sell
12
-1
-8% -$38 ﹤0.01% 1741
2022
Q3 		$1K Buy
13
+3
+30% +$116 ﹤0.01% 1635
2022
Q2 		$0 Buy
10
+3
+43% +$101 ﹤0.01% 1912
2022
Q1 		$0 Buy
7
+4
+133% +$150 ﹤0.01% 1947
2021
Q4 		$0 Buy
+3
New +$126 ﹤0.01% 1863

Other funds holding SAGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JFS Wealth Advisors's SAGE Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Sage Therapeutics (SAGE) in Q2 2024, closing a stake of 8 shares — an estimated $150 sold.

JFS Wealth Advisors first reported a position in SAGE in Q4 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2022. 195 funds tracked by Wall St. Rank hold SAGE as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Sage Therapeutics position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 8 Sage Therapeutics shares in Q2 2024, an estimated $150.
  • JFS Wealth Advisors first reported a position in Sage Therapeutics in Q4 2021 and held it in 10 quarters.
  • JFS Wealth Advisors's Sage Therapeutics position peaked at $1K in Q3 2022.
  • 195 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.