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Bulltick Wealth Management’s Schrodinger SDGR Stock Holding History

Bulltick 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
2021
Q4 		– Sell
-3,672
Closed -$201K – 157
2021
Q3 		$201K Hold
3,672
– – 0.05% 128
2021
Q2 		$278K Hold
3,672
– – 0.06% 106
2021
Q1 		$280K Buy
+3,672
New +$330K 0.08% 95

Other funds holding SDGR

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
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

Bulltick Wealth Management's SDGR Position: Q4 2021 in Review

Bulltick Wealth Management sold out of Schrodinger (SDGR) in Q4 2021, closing a stake of 3,672 shares — an estimated $201K sold.

Bulltick Wealth Management first reported a position in SDGR in Q1 2021 and held it in 3 quarters. The position peaked at $280K in Q1 2021. 216 funds tracked by Wall St. Rank hold SDGR as of Q4 2021.

  • Bulltick Wealth Management reported no remaining Schrodinger position as of Q4 2021 after selling out during the quarter.
  • Bulltick Wealth Management sold 3,672 Schrodinger shares in Q4 2021, an estimated $201K.
  • Bulltick Wealth Management first reported a position in Schrodinger in Q1 2021 and held it in 3 quarters.
  • Bulltick Wealth Management's Schrodinger position peaked at $280K in Q1 2021.
  • 216 funds tracked by Wall St. Rank held Schrodinger as of Q4 2021.

Based on Bulltick Wealth Management's 13F filing for Q4 2021, filed 25 Apr 2024.