Financial Gravity Asset Management’s Schrodinger SDGR Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-3	Closed	-$95	–	2265
2024 Q1	$95	Buy	3 +2	+200%	+$56	﹤0.01%	1745
2023 Q4	$17	Hold	1	–	–	﹤0.01%	1443
2023 Q3	$17	Sell	1 -49	-98%	-$1.98K	﹤0.01%	1140
2023 Q2	$159	Buy	+50	New	+$1.69K	﹤0.01%	1223
2023 Q1	–	Sell	-19	Closed	-$52	–	1575
2022 Q4	$52	Buy	+19	New	+$394	﹤0.01%	1222

Other funds holding SDGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Asset Management's SDGR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Schrodinger (SDGR) in Q2 2024, closing a stake of 3 shares — an estimated $95 sold.

Financial Gravity Asset Management first reported a position in SDGR in Q4 2022 and held it in 5 quarters. The position peaked at $159 in Q2 2023. 205 funds tracked by Wall St. Rank hold SDGR as of Q2 2024.

Financial Gravity Asset Management reported no remaining Schrodinger position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 3 Schrodinger shares in Q2 2024, an estimated $95.
Financial Gravity Asset Management first reported a position in Schrodinger in Q4 2022 and held it in 5 quarters.
Financial Gravity Asset Management's Schrodinger position peaked at $159 in Q2 2023.
205 funds tracked by Wall St. Rank held Schrodinger as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.