Arkadios Wealth Advisors’s Schrodinger SDGR Stock Holding History

Arkadios 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	-225	Closed	-$12K	–	1560
2021 Q3	$12K	Hold	225	–	–	﹤0.01%	1397
2021 Q2	$17K	Sell	225 -258	-53%	-$18.7K	﹤0.01%	1358
2021 Q1	$36K	Buy	483 +218	+82%	+$19.6K	0.01%	790
2020 Q4	$20K	Hold	265	–	–	﹤0.01%	757
2020 Q3	$15.4K	Buy	265 +120	+83%	+$8.25K	0.01%	656
2020 Q2	$12K	Sell	145 -25	-15%	-$1.46K	0.01%	646
2020 Q1	$7.33K	Buy	+170	New	+$6.42K	﹤0.01%	702

Other funds holding SDGR

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Arkadios Wealth Advisors sold out of Schrodinger (SDGR) in Q4 2021, closing a stake of 225 shares — an estimated $12K sold.

Arkadios Wealth Advisors first reported a position in SDGR in Q1 2020 and held it in 7 quarters. The position peaked at $36K in Q1 2021. 216 funds tracked by Wall St. Rank hold SDGR as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Schrodinger position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 225 Schrodinger shares in Q4 2021, an estimated $12K.
Arkadios Wealth Advisors first reported a position in Schrodinger in Q1 2020 and held it in 7 quarters.
Arkadios Wealth Advisors's Schrodinger position peaked at $36K in Q1 2021.
216 funds tracked by Wall St. Rank held Schrodinger as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.