JMPWA
SAGE

JP Morgan Private Wealth Advisors’s Sage Therapeutics SAGE Stock Holding History

JP Morgan Private 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
2021
Q3 		– Sell
-4,039
Closed -$229K – 1973
2021
Q2 		$229K Sell
4,039
-32
-0.8% -$2.26K ﹤0.01% 1789
2021
Q1 		$305K Buy
4,071
+342
+9% +$28K ﹤0.01% 1523
2020
Q4 		$323K Hold
3,729
– – ﹤0.01% 1469
2020
Q3 		$228K Buy
+3,729
New +$189K ﹤0.01% 1479
2020
Q1 		– Sell
-4,676
Closed -$338K – 1525
2019
Q4 		$338K Sell
4,676
-131
-3% -$16.1K ﹤0.01% 1186
2019
Q3 		$674K Sell
4,807
-467
-9% -$78.1K ﹤0.01% 900
2019
Q2 		$966K Sell
5,274
-139
-3% -$23.7K 0.01% 762
2019
Q1 		$861K Buy
5,413
+3,009
+125% +$436K ﹤0.01% 842
2018
Q4 		$230K Sell
2,404
-244
-9% -$27.9K ﹤0.01% 1283
2018
Q3 		$374K Sell
2,648
-3,903
-60% -$602K ﹤0.01% 1194
2018
Q2 		$1.02M Buy
6,551
+3,771
+136% +$592K 0.01% 765
2018
Q1 		$448K Sell
2,780
-162
-6% -$27.5K ﹤0.01% 902
2017
Q4 		$485K Buy
+2,942
New +$285K ﹤0.01% 879

Other funds holding SAGE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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

JP Morgan Private Wealth Advisors's SAGE Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Sage Therapeutics (SAGE) in Q3 2021, closing a stake of 4,039 shares — an estimated $229K sold.

JP Morgan Private Wealth Advisors first reported a position in SAGE in Q4 2017 and held it in 13 quarters. The position peaked at $1.02M in Q2 2018. 226 funds tracked by Wall St. Rank hold SAGE as of Q3 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Sage Therapeutics position as of Q3 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,039 Sage Therapeutics shares in Q3 2021, an estimated $229K.
  • JP Morgan Private Wealth Advisors first reported a position in Sage Therapeutics in Q4 2017 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Sage Therapeutics position peaked at $1.02M in Q2 2018.
  • 226 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.