Walled Lake Planning & Wealth Management’s Sage Therapeutics SAGE Stock Holding History

Walled Lake Planning & 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 Q4	–	Sell	-44	Closed	-$2K	–	276
2021 Q3	$2K	Hold	44	–	–	﹤0.01%	310
2021 Q2	$2K	Hold	44	–	–	﹤0.01%	293
2021 Q1	$3K	Hold	44	–	–	﹤0.01%	280
2020 Q4	$4K	Hold	44	–	–	﹤0.01%	259
2020 Q3	$3K	Hold	44	–	–	﹤0.01%	282
2020 Q2	$2K	Hold	44	–	–	﹤0.01%	293
2020 Q1	$1K	Hold	44	–	–	﹤0.01%	307
2019 Q4	$3K	Buy	+44	New	+$5.41K	﹤0.01%	249

Other funds holding SAGE

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

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's SAGE Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Sage Therapeutics (SAGE) in Q4 2021, closing a stake of 44 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in SAGE in Q4 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2020. 217 funds tracked by Wall St. Rank hold SAGE as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Sage Therapeutics position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 44 Sage Therapeutics shares in Q4 2021, an estimated $2K.
Walled Lake Planning & Wealth Management first reported a position in Sage Therapeutics in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Sage Therapeutics position peaked at $4K in Q4 2020.
217 funds tracked by Wall St. Rank held Sage Therapeutics as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.