LPWM
SAGE

Lake Point Wealth Management’s Sage Therapeutics SAGE Stock Holding History

Lake Point Wealth Management’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
Q2 		– Sell
-126
Closed -$4K – 496
2022
Q1 		$4K Hold
126
– – ﹤0.01% 270
2021
Q4 		$5K Hold
126
– – ﹤0.01% 257
2021
Q3 		$6K Hold
126
– – ﹤0.01% 228
2021
Q2 		$7K Buy
+126
New +$8.91K ﹤0.01% 218

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Lake Point Wealth Management's SAGE Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Sage Therapeutics (SAGE) in Q2 2022, closing a stake of 126 shares — an estimated $4K sold.

Lake Point Wealth Management first reported a position in SAGE in Q2 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 209 funds tracked by Wall St. Rank hold SAGE as of Q2 2022.

  • Lake Point Wealth Management reported no remaining Sage Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 126 Sage Therapeutics shares in Q2 2022, an estimated $4K.
  • Lake Point Wealth Management first reported a position in Sage Therapeutics in Q2 2021 and held it in 4 quarters.
  • Lake Point Wealth Management's Sage Therapeutics position peaked at $7K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.