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CFS
Compass Financial Services’s
Schrodinger
SDGR
Stock Holding History
Compass Financial Services’s Portfolio
SDGR Stock Details
SDGR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-28
Closed
-$501
–
227
2025
Q4
$501
Hold
28
–
–
﹤0.01%
288
2025
Q3
$562
Hold
28
–
–
﹤0.01%
304
2025
Q2
$563
Hold
28
–
–
﹤0.01%
292
2025
Q1
$553
Hold
28
–
–
﹤0.01%
282
2024
Q4
$540
Buy
+28
New
+$544
﹤0.01%
198
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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