TCI Wealth Advisors’s Sage Therapeutics SAGE Stock Holding History

TCI 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
2023 Q2	–	Sell	-320	Closed	-$13.4K	–	1844
2023 Q1	$13.4K	Buy	320 +67	+26%	+$2.88K	﹤0.01%	909
2022 Q4	$9.65K	Buy	253 +51	+25%	+$1.95K	﹤0.01%	1095
2022 Q3	$8K	Buy	202 +1	+0.5%	+$39	﹤0.01%	1182
2022 Q2	$6K	Hold	201	–	–	﹤0.01%	1391
2022 Q1	$7K	Buy	+201	New	+$7.56K	﹤0.01%	1345
2021 Q3	–	Sell	-51	Closed	-$3K	–	2546
2021 Q2	$3K	Buy	+51	New	+$3.6K	﹤0.01%	1842
2019 Q2	–	Sell	-9	Closed	-$1K	–	1534
2019 Q1	$1K	Buy	+9	New	+$1.3K	﹤0.01%	1294
2018 Q4	–	Sell	-6	Closed	-$1K	–	1622
2018 Q3	$1K	Sell	6 -31	-84%	-$4.79K	﹤0.01%	1311
2018 Q2	$6K	Buy	+37	New	+$5.81K	﹤0.01%	748

Other funds holding SAGE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Wealth Advisors's SAGE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Sage Therapeutics (SAGE) in Q2 2023, closing a stake of 320 shares — an estimated $13.4K sold.

TCI Wealth Advisors first reported a position in SAGE in Q2 2018 and held it in 9 quarters. The position peaked at $13.4K in Q1 2023. 225 funds tracked by Wall St. Rank hold SAGE as of Q2 2023.

TCI Wealth Advisors reported no remaining Sage Therapeutics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 320 Sage Therapeutics shares in Q2 2023, an estimated $13.4K.
TCI Wealth Advisors first reported a position in Sage Therapeutics in Q2 2018 and held it in 9 quarters.
TCI Wealth Advisors's Sage Therapeutics position peaked at $13.4K in Q1 2023.
225 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.