PWMG
SAGE

Private Wealth Management Group’s Sage Therapeutics SAGE Stock Holding History

Private Wealth Management 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
2024
Q3 		– Sell
-95
Closed -$1.03K – 1539
2024
Q2 		$1.03K Sell
95
-60
-39% -$769 ﹤0.01% 1280
2024
Q1 		$2.9K Hold
155
– – ﹤0.01% 823
2023
Q4 		$3.36K Buy
+155
New +$3.07K ﹤0.01% 757

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

Private Wealth Management Group's SAGE Position: Q3 2024 in Review

Private Wealth Management Group sold out of Sage Therapeutics (SAGE) in Q3 2024, closing a stake of 95 shares — an estimated $1.03K sold.

Private Wealth Management Group first reported a position in SAGE in Q4 2023 and held it in 3 quarters. The position peaked at $3.36K in Q4 2023. 176 funds tracked by Wall St. Rank hold SAGE as of Q3 2024.

  • Private Wealth Management Group reported no remaining Sage Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 95 Sage Therapeutics shares in Q3 2024, an estimated $1.03K.
  • Private Wealth Management Group first reported a position in Sage Therapeutics in Q4 2023 and held it in 3 quarters.
  • Private Wealth Management Group's Sage Therapeutics position peaked at $3.36K in Q4 2023.
  • 176 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2024.

Based on Private Wealth Management Group's 13F filing for Q3 2024, filed 29 Oct 2024.