SPIA
SAGE

Steward Partners Investment Advisory’s Sage Therapeutics SAGE Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-50
Closed -$272 – 4142
2024
Q4 		$272 Hold
50
– – ﹤0.01% 3890
2024
Q3 		$361 Hold
50
– – ﹤0.01% 3627
2024
Q2 		$543 Hold
50
– – ﹤0.01% 3461
2024
Q1 		$937 Hold
50
– – ﹤0.01% 3384
2023
Q4 		$1.08K Hold
50
– – ﹤0.01% 3299
2023
Q3 		$1.03K Hold
50
– – ﹤0.01% 3187
2023
Q2 		$2.35K Hold
50
– – ﹤0.01% 2998
2023
Q1 		$2.1K Sell
50
-14
-22% -$602 ﹤0.01% 3011
2022
Q4 		$2.44K Buy
64
+14
+28% +$535 ﹤0.01% 2977
2022
Q3 		$2K Hold
50
– – ﹤0.01% 3059
2022
Q2 		$2K Hold
50
– – ﹤0.01% 3037
2022
Q1 		$2K Sell
50
-65
-57% -$2.44K ﹤0.01% 3110
2021
Q4 		$5K Hold
115
– – ﹤0.01% 2836
2021
Q3 		$5K Hold
115
– – ﹤0.01% 2821
2021
Q2 		$7K Hold
115
– – ﹤0.01% 6383
2021
Q1 		$8.61K Hold
115
– – ﹤0.01% 2835
2020
Q4 		$10K Sell
115
-100
-47% -$7.37K ﹤0.01% 2320
2020
Q3 		$13K Hold
215
– – ﹤0.01% 2048
2020
Q2 		$9K Hold
215
– – ﹤0.01% 2093
2020
Q1 		$6K Buy
215
+123
+134% +$7.12K ﹤0.01% 2040
2019
Q4 		$6K Sell
92
-30
-25% -$3.69K ﹤0.01% 2196
2019
Q3 		$17K Buy
122
+27
+28% +$4.52K ﹤0.01% 1785
2019
Q2 		$17K Buy
+95
New +$16.2K ﹤0.01% 1768
2018
Q4 		– Sell
-95
Closed -$13K – 1883
2018
Q3 		$13K Hold
95
– – ﹤0.01% 1774
2018
Q2 		$15K Hold
95
– – ﹤0.01% 1587
2018
Q1 		$15K Buy
95
+65
+217% +$11K ﹤0.01% 1449
2017
Q4 		$4K Buy
+30
New +$2.91K ﹤0.01% 1580

Other funds holding SAGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Steward Partners Investment Advisory's SAGE Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Sage Therapeutics (SAGE) in Q1 2025, closing a stake of 50 shares — an estimated $272 sold.

Steward Partners Investment Advisory first reported a position in SAGE in Q4 2017 and held it in 27 quarters. The position peaked at $17K in Q3 2019. 198 funds tracked by Wall St. Rank hold SAGE as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Sage Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 50 Sage Therapeutics shares in Q1 2025, an estimated $272.
  • Steward Partners Investment Advisory first reported a position in Sage Therapeutics in Q4 2017 and held it in 27 quarters.
  • Steward Partners Investment Advisory's Sage Therapeutics position peaked at $17K in Q3 2019.
  • 198 funds tracked by Wall St. Rank held Sage Therapeutics as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.