SWA
SAGE

Sutton Wealth Advisors’s Sage Therapeutics SAGE Stock Holding History

Sutton 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
2022
Q2 		– Sell
-2,979
Closed -$99.8K – 1707
2022
Q1 		$98.6K Sell
2,979
-831
-22% -$31.2K 0.03% 251
2021
Q4 		$162K Hold
3,810
– – 0.05% 200
2021
Q3 		$169K Hold
3,810
– – 0.06% 190
2021
Q2 		$216K Hold
3,810
– – 0.08% 172
2021
Q1 		$285K Hold
3,810
– – 0.11% 131
2020
Q4 		$330K Hold
3,810
– – 0.14% 113
2020
Q3 		$233K Hold
3,810
– – 0.11% 130
2020
Q2 		$158K Buy
3,810
+3,434
+913% +$125K 0.08% 158
2020
Q1 		$10.8K Buy
+376
New +$21.8K 0.01% 633
2018
Q3 		– Sell
-63
Closed -$9.86K – 1158
2018
Q2 		$9.86K Buy
+63
New +$9.89K 0.01% 831

Other funds holding SAGE

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return