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Capital Advisors Ltd’s Schrodinger SDGR Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$0 Buy
+6
New +$83 ﹤0.01% 1572
2024
Q1 		– Sell
-2,000
Closed -$72K – 1525
2023
Q4 		$72K Hold
2,000
– – 0.01% 369
2023
Q3 		$57K Hold
2,000
– – 0.01% 392
2023
Q2 		$100K Hold
2,000
– – 0.01% 337
2023
Q1 		$53K Hold
2,000
– – 0.01% 368
2022
Q4 		$37K Sell
2,000
-14
-0.7% -$290 0.01% 403
2022
Q3 		$50K Hold
2,014
– – 0.01% 361
2022
Q2 		$53K Buy
2,014
+7
+0.3% +$188 0.01% 356
2022
Q1 		$68K Buy
+2,007
New +$61K 0.01% 345

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RCMNY
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VPM
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NAMA
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Sumitomo Mitsui Trust Group
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Massachusetts Financial Services
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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return