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Gerber Kawasaki Wealth & Investment Management’s Schrodinger SDGR Stock Holding History

Gerber Kawasaki Wealth & Investment 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
-1
Closed -$1K – 944
2021
Q3 		$1K Buy
+1
New +$64 ﹤0.01% 1114

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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

Gerber Kawasaki Wealth & Investment Management's SDGR Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Schrodinger (SDGR) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SDGR in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 216 funds tracked by Wall St. Rank hold SDGR as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Schrodinger position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 Schrodinger share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schrodinger in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Schrodinger position peaked at $1K in Q3 2021.
  • 216 funds tracked by Wall St. Rank held Schrodinger as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.