Newton One Investments’s Sage Therapeutics SAGE Stock Holding History

Newton One Investments’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
2023 Q4	–	Sell	-200	Closed	-$4.12K	–	121
2023 Q3	$4.12K	Hold	200	–	–	﹤0.01%	110
2023 Q2	$9.4K	Hold	200	–	–	0.01%	100
2023 Q1	$8.39K	Hold	200	–	–	0.01%	97
2022 Q4	$7.63K	Hold	200	–	–	﹤0.01%	100
2022 Q3	$8K	Hold	200	–	–	0.01%	103
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	112
2022 Q1	$7K	Hold	200	–	–	0.01%	109
2021 Q4	$9K	Hold	200	–	–	0.01%	106
2021 Q3	$9K	Hold	200	–	–	0.01%	107
2021 Q2	$11K	Hold	200	–	–	0.01%	102
2021 Q1	$15K	Hold	200	–	–	0.01%	64
2020 Q4	$17K	Buy	+200	New	+$14.7K	0.02%	59

Other funds holding SAGE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Newton One Investments's SAGE Position: Q4 2023 in Review

Newton One Investments sold out of Sage Therapeutics (SAGE) in Q4 2023, closing a stake of 200 shares — an estimated $4.12K sold.

Newton One Investments first reported a position in SAGE in Q4 2020 and held it in 12 quarters. The position peaked at $17K in Q4 2020. 200 funds tracked by Wall St. Rank hold SAGE as of Q4 2023.

Newton One Investments reported no remaining Sage Therapeutics position as of Q4 2023 after selling out during the quarter.
Newton One Investments sold 200 Sage Therapeutics shares in Q4 2023, an estimated $4.12K.
Newton One Investments first reported a position in Sage Therapeutics in Q4 2020 and held it in 12 quarters.
Newton One Investments's Sage Therapeutics position peaked at $17K in Q4 2020.
200 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2023.

Based on Newton One Investments's 13F filing for Q4 2023, filed 23 Jan 2024.