AF
SAGE

Allworth Financial’s Sage Therapeutics SAGE Stock Holding History

Allworth Financial’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
2025
Q3 		– Sell
-239
Closed -$2.18K – 5027
2025
Q2 		$2.18K Buy
239
+122
+104% +$897 ﹤0.01% 3665
2025
Q1 		$912 Sell
117
-156
-57% -$1.14K ﹤0.01% 3497
2024
Q4 		$1.91K Sell
273
-42
-13% -$257 ﹤0.01% 3176
2024
Q3 		$2.27K Buy
315
+183
+139% +$1.68K ﹤0.01% 2910
2024
Q2 		$1.62K Buy
132
+3
+2% +$38 ﹤0.01% 3011
2024
Q1 		$2.42K Buy
129
+91
+239% +$2.1K ﹤0.01% 2742
2023
Q4 		$824 Sell
38
-720
-95% -$14.3K ﹤0.01% 3014
2023
Q3 		$15.6K Buy
758
+733
+2,932% +$21.2K ﹤0.01% 1674
2023
Q2 		$1.18K Hold
25
– – ﹤0.01% 2679
2023
Q1 		$1.05K Buy
25
+1
+4% +$43 ﹤0.01% 2653
2022
Q4 		$915 Sell
24
-25
-51% -$955 ﹤0.01% 2504
2022
Q3 		$2K Buy
49
+38
+345% +$1.47K ﹤0.01% 2214
2022
Q2 		$0 Buy
+11
New +$369 ﹤0.01% 2753
2020
Q2 		– Sell
-4
Closed – – 1341
2020
Q1 		$0 Hold
4
– – ﹤0.01% 1314
2019
Q4 		$0 Hold
4
– – ﹤0.01% 1100
2019
Q3 		$1K Hold
4
– – ﹤0.01% 910
2019
Q2 		$1K Hold
4
– – ﹤0.01% 899
2019
Q1 		$1K Buy
+4
New +$579 ﹤0.01% 914

Other funds holding SAGE

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's SAGE Position: Q3 2025 in Review

Allworth Financial sold out of Sage Therapeutics (SAGE) in Q3 2025, closing a stake of 239 shares — an estimated $2.18K sold.

Allworth Financial first reported a position in SAGE in Q1 2019 and held it in 18 quarters. The position peaked at $15.6K in Q3 2023. 5 funds tracked by Wall St. Rank hold SAGE as of Q3 2025.

  • Allworth Financial reported no remaining Sage Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 239 Sage Therapeutics shares in Q3 2025, an estimated $2.18K.
  • Allworth Financial first reported a position in Sage Therapeutics in Q1 2019 and held it in 18 quarters.
  • Allworth Financial's Sage Therapeutics position peaked at $15.6K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Sage Therapeutics as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.