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Bell Investment Advisors’s Schrodinger SDGR Stock Holding History

Bell Investment 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
2024
Q1 		– Sell
-18
Closed -$645 – 1938
2023
Q4 		$645 Buy
+18
New +$522 ﹤0.01% 1724
2023
Q3 		– Sell
-20
Closed -$999 – 1986
2023
Q2 		$999 Hold
20
– – ﹤0.01% 1605
2023
Q1 		$527 Buy
+20
New +$475 ﹤0.01% 1800
2022
Q4 		– Sell
-21
Closed -$1K – 2023
2022
Q3 		$1K Hold
21
– – ﹤0.01% 1562
2022
Q2 		$1K Buy
+21
New +$564 ﹤0.01% 1585
2021
Q4 		$1K Buy
27
+20
+286% +$913 ﹤0.01% 1590
2021
Q3 		$0 Buy
+7
New +$448 ﹤0.01% 1816

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Bell Investment Advisors's SDGR Position: Q1 2024 in Review

Bell Investment Advisors sold out of Schrodinger (SDGR) in Q1 2024, closing a stake of 18 shares — an estimated $645 sold.

Bell Investment Advisors first reported a position in SDGR in Q3 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 222 funds tracked by Wall St. Rank hold SDGR as of Q1 2024.

  • Bell Investment Advisors reported no remaining Schrodinger position as of Q1 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 18 Schrodinger shares in Q1 2024, an estimated $645.
  • Bell Investment Advisors first reported a position in Schrodinger in Q3 2021 and held it in 7 quarters.
  • Bell Investment Advisors's Schrodinger position peaked at $1K in Q3 2022.
  • 222 funds tracked by Wall St. Rank held Schrodinger as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.