SWM
SAGE

Spire Wealth Management’s Sage Therapeutics SAGE Stock Holding History

Spire Wealth Management’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
-350
Closed -$26K – 2912
2021
Q1 		$26K Buy
+350
New +$28.7K ﹤0.01% 2050

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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Spire Wealth Management's SAGE Position: Q2 2021 in Review

Spire Wealth Management sold out of Sage Therapeutics (SAGE) in Q2 2021, closing a stake of 350 shares — an estimated $26K sold.

Spire Wealth Management first reported a position in SAGE in Q1 2021 and held it in 1 quarter. The position peaked at $26K in Q1 2021. 256 funds tracked by Wall St. Rank hold SAGE as of Q2 2021.

  • Spire Wealth Management reported no remaining Sage Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 350 Sage Therapeutics shares in Q2 2021, an estimated $26K.
  • Spire Wealth Management first reported a position in Sage Therapeutics in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Sage Therapeutics position peaked at $26K in Q1 2021.
  • 256 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.