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Alta Wealth Advisors’s Schrodinger SDGR Stock Holding History

Alta Wealth Advisors’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
2021
Q4 		– Sell
-5,292
Closed -$289K – 154
2021
Q3 		$289K Sell
5,292
-3,917
-43% -$251K 0.21% 123
2021
Q2 		$696K Buy
9,209
+594
+7% +$43.1K 0.51% 72
2021
Q1 		$657K Buy
+8,615
New +$775K 0.55% 71

Other funds holding SDGR

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alta Wealth Advisors's SDGR Position: Q4 2021 in Review

Alta Wealth Advisors sold out of Schrodinger (SDGR) in Q4 2021, closing a stake of 5,292 shares — an estimated $289K sold.

Alta Wealth Advisors first reported a position in SDGR in Q1 2021 and held it in 3 quarters. The position peaked at $696K in Q2 2021. 216 funds tracked by Wall St. Rank hold SDGR as of Q4 2021.

  • Alta Wealth Advisors reported no remaining Schrodinger position as of Q4 2021 after selling out during the quarter.
  • Alta Wealth Advisors sold 5,292 Schrodinger shares in Q4 2021, an estimated $289K.
  • Alta Wealth Advisors first reported a position in Schrodinger in Q1 2021 and held it in 3 quarters.
  • Alta Wealth Advisors's Schrodinger position peaked at $696K in Q2 2021.
  • 216 funds tracked by Wall St. Rank held Schrodinger as of Q4 2021.

Based on Alta Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.