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Carolinas Wealth Consulting’s Schrodinger SDGR Stock Holding History

Carolinas Wealth Consulting’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
2020
Q3 		– Sell
-200
Closed -$18K – 997
2020
Q2 		$18K Buy
+200
New +$11.6K 0.01% 295

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carolinas Wealth Consulting's SDGR Position: Q3 2020 in Review

Carolinas Wealth Consulting sold out of Schrodinger (SDGR) in Q3 2020, closing a stake of 200 shares — an estimated $18K sold.

Carolinas Wealth Consulting first reported a position in SDGR in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 157 funds tracked by Wall St. Rank hold SDGR as of Q3 2020.

  • Carolinas Wealth Consulting reported no remaining Schrodinger position as of Q3 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 200 Schrodinger shares in Q3 2020, an estimated $18K.
  • Carolinas Wealth Consulting first reported a position in Schrodinger in Q2 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Schrodinger position peaked at $18K in Q2 2020.
  • 157 funds tracked by Wall St. Rank held Schrodinger as of Q3 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2020, filed 12 Nov 2020.