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Avior Wealth Management’s Schrodinger SDGR Stock Holding History

Avior 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
2025
Q1 		– Sell
-35
Closed -$675 – 2034
2024
Q4 		$675 Buy
+35
New +$680 ﹤0.01% 2246
2024
Q2 		– Sell
-11
Closed -$297 – 3465
2024
Q1 		$297 Buy
+11
New +$308 ﹤0.01% 2729

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avior Wealth Management's SDGR Position: Q1 2025 in Review

Avior Wealth Management sold out of Schrodinger (SDGR) in Q1 2025, closing a stake of 35 shares — an estimated $675 sold.

Avior Wealth Management first reported a position in SDGR in Q1 2024 and held it in 2 quarters. The position peaked at $675 in Q4 2024. 217 funds tracked by Wall St. Rank hold SDGR as of Q1 2025.

  • Avior Wealth Management reported no remaining Schrodinger position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 35 Schrodinger shares in Q1 2025, an estimated $675.
  • Avior Wealth Management first reported a position in Schrodinger in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Schrodinger position peaked at $675 in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Schrodinger as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.