AF
SDGR icon

Allworth Financial’s Schrodinger SDGR Stock Holding History

Allworth 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
2026
Q1 		$17K Buy
1,496
+999
+201% +$13.8K ﹤0.01% 3111
2025
Q4 		$8.89K Buy
497
+233
+88% +$4.42K ﹤0.01% 3348
2025
Q3 		$5.3K Hold
264
– – ﹤0.01% 3513
2025
Q2 		$5.31K Buy
264
+57
+28% +$1.3K ﹤0.01% 3225
2025
Q1 		$5.41K Buy
207
+34
+20% +$765 ﹤0.01% 2721
2024
Q4 		$4.21K Buy
+173
New +$3.36K ﹤0.01% 2839
2024
Q2 		– Sell
-44
Closed -$1.19K – 3781
2024
Q1 		$1.19K Sell
44
-11
-20% -$308 ﹤0.01% 3024
2023
Q4 		$1.97K Sell
55
-18
-25% -$522 ﹤0.01% 2692
2023
Q3 		$2.06K Buy
73
+4
+6% +$161 ﹤0.01% 2531
2023
Q2 		$3.44K Hold
69
– – ﹤0.01% 2266
2023
Q1 		$1.82K Hold
69
– – ﹤0.01% 2442
2022
Q4 		$1.29K Buy
69
+25
+57% +$518 ﹤0.01% 2393
2022
Q3 		$1K Sell
44
-23
-34% -$676 ﹤0.01% 2489
2022
Q2 		$2K Buy
67
+23
+52% +$618 ﹤0.01% 2028
2022
Q1 		$2K Hold
44
– – ﹤0.01% 1823
2021
Q4 		$2K Sell
44
-125
-74% -$5.71K ﹤0.01% 1748
2021
Q3 		$9K Buy
169
+100
+145% +$6.4K ﹤0.01% 1383
2021
Q2 		$5K Hold
69
– – ﹤0.01% 1223
2021
Q1 		$5K Buy
69
+44
+176% +$3.96K ﹤0.01% 1152
2020
Q4 		$2K Buy
+25
New +$1.57K ﹤0.01% 1199

Other funds holding SDGR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return