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 $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return