Patriot Financial Group Insurance Agency’s Sage Therapeutics SAGE Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-139	Closed	-$4K	–	1649
2022 Q2	$4K	Sell	139 -33	-19%	-$1.11K	﹤0.01%	1574
2022 Q1	$6K	Buy	172 +138	+406%	+$5.19K	﹤0.01%	1560
2021 Q4	$1K	Sell	34 -97	-74%	-$4.06K	﹤0.01%	2070
2021 Q3	$6K	Hold	131	–	–	﹤0.01%	1654
2021 Q2	$7K	Buy	131 +48	+58%	+$3.39K	﹤0.01%	1564
2021 Q1	$6K	Sell	83 -4	-5%	-$328	﹤0.01%	1511
2020 Q4	$8K	Hold	87	–	–	﹤0.01%	1302
2020 Q3	$5K	Hold	87	–	–	﹤0.01%	1249
2020 Q2	$4K	Hold	87	–	–	﹤0.01%	1258
2020 Q1	$2K	Buy	+87	New	+$5.04K	﹤0.01%	1332

Other funds holding SAGE

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SAGE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Sage Therapeutics (SAGE) in Q3 2022, closing a stake of 139 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in SAGE in Q1 2020 and held it in 10 quarters. The position peaked at $8K in Q4 2020. 201 funds tracked by Wall St. Rank hold SAGE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Sage Therapeutics position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 139 Sage Therapeutics shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in Sage Therapeutics in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Sage Therapeutics position peaked at $8K in Q4 2020.
201 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.