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Abich Financial Wealth Management’s Schrodinger SDGR Stock Holding History

Abich Financial Wealth Management’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.93K Buy
158
+113
+251% +$2.32K 0.01% 301
2024
Q2 		$870 Buy
45
+41
+1,025% +$945 ﹤0.01% 638
2024
Q1 		$108 Buy
+4
New +$112 ﹤0.01% 518

Other funds holding SDGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Abich Financial Wealth Management's SDGR Position: Q3 2024 in Review

Abich Financial Wealth Management increased its Schrodinger (SDGR) stake by 251% in Q3 2024, buying an estimated $2.32K and bringing the position to 158 shares worth $2.93K. The position accounts for 0.01% of the portfolio, ranked #301.

Abich Financial Wealth Management first reported a position in SDGR in Q1 2024 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold SDGR as of Q3 2024.

  • Abich Financial Wealth Management held 158 shares of Schrodinger worth $2.93K as of Q3 2024.
  • Abich Financial Wealth Management bought 113 Schrodinger shares in Q3 2024, an estimated $2.32K.
  • Schrodinger made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #301 holding.
  • Abich Financial Wealth Management first reported a position in Schrodinger in Q1 2024 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held Schrodinger as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.