PFG
SAGE

PAX Financial Group’s Sage Therapeutics SAGE Stock Holding History

PAX Financial Group’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
Q3 		– Sell
-14,131
Closed -$664K – 234
2023
Q2 		$664K Buy
14,131
+1,993
+16% +$99.2K 0.15% 118
2023
Q1 		$509K Buy
+12,138
New +$522K 0.12% 145
2022
Q2 		– Sell
-11,944
Closed -$395K – 200
2022
Q1 		$395K Buy
+11,944
New +$449K 0.09% 156

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAX Financial Group's SAGE Position: Q3 2023 in Review

PAX Financial Group sold out of Sage Therapeutics (SAGE) in Q3 2023, closing a stake of 14,131 shares — an estimated $664K sold.

PAX Financial Group first reported a position in SAGE in Q1 2022 and held it in 3 quarters. The position peaked at $664K in Q2 2023. 194 funds tracked by Wall St. Rank hold SAGE as of Q3 2023.

  • PAX Financial Group reported no remaining Sage Therapeutics position as of Q3 2023 after selling out during the quarter.
  • PAX Financial Group sold 14,131 Sage Therapeutics shares in Q3 2023, an estimated $664K.
  • PAX Financial Group first reported a position in Sage Therapeutics in Q1 2022 and held it in 3 quarters.
  • PAX Financial Group's Sage Therapeutics position peaked at $664K in Q2 2023.
  • 194 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2023.

Based on PAX Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.