TWA
SAGE

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return