LPL Financial
SAGE

LPL Financial’s Sage Therapeutics SAGE Stock Holding History

LPL Financial’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
-4,275
Closed -$243K – 4405
2021
Q2 		$243K Buy
4,275
+205
+5% +$14.5K ﹤0.01% 3763
2021
Q1 		$305K Buy
4,070
+223
+6% +$18.3K ﹤0.01% 3460
2020
Q4 		$333K Buy
3,847
+189
+5% +$13.9K ﹤0.01% 3120
2020
Q3 		$224K Buy
+3,658
New +$185K ﹤0.01% 3126
2019
Q4 		– Sell
-2,325
Closed -$326K – 3404
2019
Q3 		$326K Sell
2,325
-337
-13% -$56.4K ﹤0.01% 2606
2019
Q2 		$487K Buy
2,662
+508
+24% +$86.7K ﹤0.01% 2310
2019
Q1 		$343K Buy
+2,154
New +$312K ﹤0.01% 2531

Other funds holding SAGE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

LPL Financial's SAGE Position: Q3 2021 in Review

LPL Financial sold out of Sage Therapeutics (SAGE) in Q3 2021, closing a stake of 4,275 shares — an estimated $243K sold.

LPL Financial first reported a position in SAGE in Q1 2019 and held it in 7 quarters. The position peaked at $487K in Q2 2019. 225 funds tracked by Wall St. Rank hold SAGE as of Q3 2021.

  • LPL Financial reported no remaining Sage Therapeutics position as of Q3 2021 after selling out during the quarter.
  • LPL Financial sold 4,275 Sage Therapeutics shares in Q3 2021, an estimated $243K.
  • LPL Financial first reported a position in Sage Therapeutics in Q1 2019 and held it in 7 quarters.
  • LPL Financial's Sage Therapeutics position peaked at $487K in Q2 2019.
  • 225 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2021.

Based on LPL Financial's 13F filing for Q3 2021, filed 15 Nov 2021.