IWC
SAGE

Integrated Wealth Concepts’s Sage Therapeutics SAGE Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-26,787
Closed -$213K – 1989
2025
Q1 		$213K Buy
+26,787
New +$196K ﹤0.01% 1592

Other funds holding SAGE

MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 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
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Integrated Wealth Concepts's SAGE Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Sage Therapeutics (SAGE) in Q2 2025, closing a stake of 26,787 shares — an estimated $213K sold.

Integrated Wealth Concepts first reported a position in SAGE in Q1 2025 and held it in 1 quarter. The position peaked at $213K in Q1 2025. 191 funds tracked by Wall St. Rank hold SAGE as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Sage Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 26,787 Sage Therapeutics shares in Q2 2025, an estimated $213K.
  • Integrated Wealth Concepts first reported a position in Sage Therapeutics in Q1 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Sage Therapeutics position peaked at $213K in Q1 2025.
  • 191 funds tracked by Wall St. Rank held Sage Therapeutics as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.