SFS
SAGE

Sowell Financial Services’s Sage Therapeutics SAGE Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-27
Closed -$2K – 2292
2021
Q1 		$2K Buy
+27
New +$2.21K ﹤0.01% 2847
2020
Q4 		– Sell
-36
Closed -$2K – 2834
2020
Q3 		$2K Sell
36
-120
-77% -$6.08K ﹤0.01% 2265
2020
Q2 		$6K Buy
+156
New +$5.66K ﹤0.01% 1856
2020
Q1 		– Sell
-9
Closed -$1K – 2655
2019
Q4 		$1K Hold
9
– – ﹤0.01% 2415
2019
Q3 		$1K Buy
+9
New +$1.51K ﹤0.01% 2299

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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sowell Financial Services's SAGE Position: Q2 2021 in Review

Sowell Financial Services sold out of Sage Therapeutics (SAGE) in Q2 2021, closing a stake of 27 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in SAGE in Q3 2019 and held it in 5 quarters. The position peaked at $6K in Q2 2020. 257 funds tracked by Wall St. Rank hold SAGE as of Q2 2021.

  • Sowell Financial Services reported no remaining Sage Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 27 Sage Therapeutics shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Sage Therapeutics in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Sage Therapeutics position peaked at $6K in Q2 2020.
  • 257 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.