MSFP
SAGE

Mark Sheptoff Financial Planning’s Sage Therapeutics SAGE Stock Holding History

Mark Sheptoff Financial Planning’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
2020
Q1 		– Sell
-21
Closed -$2K – 376
2019
Q4 		$2K Hold
21
– – ﹤0.01% 346
2019
Q3 		$3K Buy
+21
New +$3.51K ﹤0.01% 327

Other funds holding SAGE

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

Mark Sheptoff Financial Planning's SAGE Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Sage Therapeutics (SAGE) in Q1 2020, closing a stake of 21 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in SAGE in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 229 funds tracked by Wall St. Rank hold SAGE as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Sage Therapeutics position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 21 Sage Therapeutics shares in Q1 2020, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in Sage Therapeutics in Q3 2019 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Sage Therapeutics position peaked at $3K in Q3 2019.
  • 229 funds tracked by Wall St. Rank held Sage Therapeutics as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.