WAM
SAGE

Wealthspire Advisors (Maryland)’s Sage Therapeutics SAGE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-98
Closed -$16K – 1701
2019
Q1 		$16K Buy
98
+24
+32% +$3.48K ﹤0.01% 1368
2018
Q4 		$7K Sell
74
-18
-20% -$2.06K ﹤0.01% 1611
2018
Q3 		$13K Buy
92
+12
+15% +$1.85K ﹤0.01% 1443
2018
Q2 		$13K Buy
+80
New +$12.6K ﹤0.01% 1461

Other funds holding SAGE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SAGE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Sage Therapeutics (SAGE) in Q2 2019, closing a stake of 98 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in SAGE in Q2 2018 and held it in 4 quarters. The position peaked at $16K in Q1 2019. 272 funds tracked by Wall St. Rank hold SAGE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Sage Therapeutics position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 98 Sage Therapeutics shares in Q2 2019, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in Sage Therapeutics in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Sage Therapeutics position peaked at $16K in Q1 2019.
  • 272 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.