RPWA
SAGE

Regent Peak Wealth Advisors’s Sage Therapeutics SAGE Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-8
Closed -$1K – 821
2020
Q4 		$1K Buy
+8
New +$590 ﹤0.01% 982

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's SAGE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Sage Therapeutics (SAGE) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in SAGE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 262 funds tracked by Wall St. Rank hold SAGE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Sage Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 8 Sage Therapeutics shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Sage Therapeutics in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Sage Therapeutics position peaked at $1K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held Sage Therapeutics as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.