WFA
SAGE

Wipfli Financial Advisors’s Sage Therapeutics SAGE Stock Holding History

Wipfli Financial 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
2022
Q3 		$17K Buy
+422
New +$16.3K ﹤0.01% 1637

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wipfli Financial Advisors's SAGE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sage Therapeutics (SAGE) in Q3 2022: 422 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1637 among its holdings.

200 funds tracked by Wall St. Rank hold SAGE as of Q3 2022.

  • Wipfli Financial Advisors held 422 shares of Sage Therapeutics worth $17K as of Q3 2022.
  • Sage Therapeutics was a new Wipfli Financial Advisors position in Q3 2022.
  • Sage Therapeutics made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1637 holding.
  • 200 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.