Westside Investment Management’s Sage Therapeutics SAGE Stock Holding History

Westside 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
2024 Q1	–	Sell	-300	Closed	-$6.5K	–	908
2023 Q4	$6.5K	Hold	300	–	–	﹤0.01%	662
2023 Q3	$6.17K	Sell	300 -400	-57%	-$11.6K	﹤0.01%	661
2023 Q2	$32.9K	Hold	700	–	–	0.01%	418
2023 Q1	$29.4K	Hold	700	–	–	0.01%	441
2022 Q4	$26	Hold	700	–	–	﹤0.01%	503
2022 Q3	$27	Hold	700	–	–	﹤0.01%	476
2022 Q2	$22	Hold	700	–	–	﹤0.01%	501
2022 Q1	$23	Sell	700 -1,950	-74%	-$73.3K	﹤0.01%	502
2021 Q4	$112	Hold	2,650	–	–	﹤0.01%	343
2021 Q3	$117	Hold	2,650	–	–	﹤0.01%	331
2021 Q2	$150	Hold	2,650	–	–	﹤0.01%	308
2021 Q1	$198	Sell	2,650 -75	-3%	-$6.15K	﹤0.01%	291
2020 Q4	$235	Sell	2,725 -1,050	-28%	-$77.4K	﹤0.01%	246
2020 Q3	$230	Sell	3,775 -500	-12%	-$25.3K	﹤0.01%	253
2020 Q2	$177	Buy	4,275 +300	+8%	+$10.9K	﹤0.01%	243
2020 Q1	$114	Buy	+3,975	New	+$230K	﹤0.01%	268

Other funds holding SAGE

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

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Westside Investment Management's SAGE Position: Q1 2024 in Review

Westside Investment Management sold out of Sage Therapeutics (SAGE) in Q1 2024, closing a stake of 300 shares — an estimated $6.5K sold.

Westside Investment Management first reported a position in SAGE in Q1 2020 and held it in 16 quarters. The position peaked at $32.9K in Q2 2023. 205 funds tracked by Wall St. Rank hold SAGE as of Q1 2024.

Westside Investment Management reported no remaining Sage Therapeutics position as of Q1 2024 after selling out during the quarter.
Westside Investment Management sold 300 Sage Therapeutics shares in Q1 2024, an estimated $6.5K.
Westside Investment Management first reported a position in Sage Therapeutics in Q1 2020 and held it in 16 quarters.
Westside Investment Management's Sage Therapeutics position peaked at $32.9K in Q2 2023.
205 funds tracked by Wall St. Rank held Sage Therapeutics as of Q1 2024.

Based on Westside Investment Management's 13F filing for Q1 2024, filed 19 Apr 2024.