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Baldwin Wealth Partners’s Schrodinger SDGR Stock Holding History

Baldwin Wealth Partners’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
-300
Closed -$16K – 651
2021
Q3 		$16K Hold
300
– – ﹤0.01% 474
2021
Q2 		$23K Hold
300
– – ﹤0.01% 459
2021
Q1 		$23K Buy
+300
New +$27K ﹤0.01% 441

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BlackRock
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Ameriprise
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baldwin Wealth Partners's SDGR Position: Q4 2021 in Review

Baldwin Wealth Partners sold out of Schrodinger (SDGR) in Q4 2021, closing a stake of 300 shares — an estimated $16K sold.

Baldwin Wealth Partners first reported a position in SDGR in Q1 2021 and held it in 3 quarters. The position peaked at $23K in Q2 2021. 216 funds tracked by Wall St. Rank hold SDGR as of Q4 2021.

  • Baldwin Wealth Partners reported no remaining Schrodinger position as of Q4 2021 after selling out during the quarter.
  • Baldwin Wealth Partners sold 300 Schrodinger shares in Q4 2021, an estimated $16K.
  • Baldwin Wealth Partners first reported a position in Schrodinger in Q1 2021 and held it in 3 quarters.
  • Baldwin Wealth Partners's Schrodinger position peaked at $23K in Q2 2021.
  • 216 funds tracked by Wall St. Rank held Schrodinger as of Q4 2021.

Based on Baldwin Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.