PWPS
SAGE

Pinnacle Wealth Planning Services’s Sage Therapeutics SAGE Stock Holding History

Pinnacle Wealth Planning Services’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
2024
Q3 		– Sell
-11,908
Closed -$129K – 556
2024
Q2 		$129K Buy
+11,908
New +$153K 0.02% 463
2021
Q1 		– Sell
-1,498
Closed -$130K – 1631
2020
Q4 		$130K Buy
+1,498
New +$110K 0.03% 384

Other funds holding SAGE

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return

Pinnacle Wealth Planning Services's SAGE Position: Q3 2024 in Review

Pinnacle Wealth Planning Services sold out of Sage Therapeutics (SAGE) in Q3 2024, closing a stake of 11,908 shares — an estimated $129K sold.

Pinnacle Wealth Planning Services first reported a position in SAGE in Q4 2020 and held it in 2 quarters. The position peaked at $130K in Q4 2020. 176 funds tracked by Wall St. Rank hold SAGE as of Q3 2024.

  • Pinnacle Wealth Planning Services reported no remaining Sage Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 11,908 Sage Therapeutics shares in Q3 2024, an estimated $129K.
  • Pinnacle Wealth Planning Services first reported a position in Sage Therapeutics in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Sage Therapeutics position peaked at $130K in Q4 2020.
  • 176 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2024, filed 13 Nov 2024.