WIM
SAGE

WealthPlan Investment Management’s Sage Therapeutics SAGE Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-232
Closed -$10.9K – 311
2023
Q2 		$10.9K Sell
232
-3,385
-94% -$168K ﹤0.01% 275
2023
Q1 		$152K Buy
+3,617
New +$156K 0.03% 172

Other funds holding SAGE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPlan Investment Management's SAGE Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Sage Therapeutics (SAGE) in Q3 2023, closing a stake of 232 shares — an estimated $10.9K sold.

WealthPlan Investment Management first reported a position in SAGE in Q1 2023 and held it in 2 quarters. The position peaked at $152K in Q1 2023. 194 funds tracked by Wall St. Rank hold SAGE as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Sage Therapeutics position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 232 Sage Therapeutics shares in Q3 2023, an estimated $10.9K.
  • WealthPlan Investment Management first reported a position in Sage Therapeutics in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Sage Therapeutics position peaked at $152K in Q1 2023.
  • 194 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.