Advisornet Financial’s Schrodinger SDGR Stock Holding History

Advisornet Financial’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	–	Sell	-29	Closed	-$561	–	2264
2024 Q2	$561	Buy	+29	New	+$668	﹤0.01%	1927
2022 Q4	–	Sell	-500	Closed	-$12K	–	2478
2022 Q3	$12K	Buy	500 +100	+25%	+$2.94K	﹤0.01%	1294
2022 Q2	$11K	Buy	+400	New	+$10.7K	﹤0.01%	1317
2022 Q1	–	Sell	-350	Closed	-$12K	–	2181
2021 Q4	$12K	Buy	350 +150	+75%	+$6.85K	﹤0.01%	1441
2021 Q3	$11K	Sell	200 -130	-39%	-$8.32K	﹤0.01%	1427
2021 Q2	$25K	Buy	330 +180	+120%	+$13K	﹤0.01%	1171
2021 Q1	$11K	Sell	150 -150	-50%	-$13.5K	﹤0.01%	1349
2020 Q4	$24K	Buy	+300	New	+$18.9K	﹤0.01%	1086

Other funds holding SDGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advisornet Financial's SDGR Position: Q3 2024 in Review

Advisornet Financial sold out of Schrodinger (SDGR) in Q3 2024, closing a stake of 29 shares — an estimated $561 sold.

Advisornet Financial first reported a position in SDGR in Q4 2020 and held it in 8 quarters. The position peaked at $25K in Q2 2021. 207 funds tracked by Wall St. Rank hold SDGR as of Q3 2024.

Advisornet Financial reported no remaining Schrodinger position as of Q3 2024 after selling out during the quarter.
Advisornet Financial sold 29 Schrodinger shares in Q3 2024, an estimated $561.
Advisornet Financial first reported a position in Schrodinger in Q4 2020 and held it in 8 quarters.
Advisornet Financial's Schrodinger position peaked at $25K in Q2 2021.
207 funds tracked by Wall St. Rank held Schrodinger as of Q3 2024.

Based on Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.