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Global Wealth Management Investment Advisory’s Schrodinger SDGR Stock Holding History

Global Wealth Management Investment Advisory’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
-100
Closed -$9K – 597
2020
Q2 		$9K Hold
100
– – ﹤0.01% 366
2020
Q1 		$4K Buy
+100
New +$3.78K ﹤0.01% 443

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

Global Wealth Management Investment Advisory's SDGR Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Schrodinger (SDGR) in Q3 2020, closing a stake of 100 shares — an estimated $9K sold.

Global Wealth Management Investment Advisory first reported a position in SDGR in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 157 funds tracked by Wall St. Rank hold SDGR as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Schrodinger position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Schrodinger shares in Q3 2020, an estimated $9K.
  • Global Wealth Management Investment Advisory first reported a position in Schrodinger in Q1 2020 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Schrodinger position peaked at $9K in Q2 2020.
  • 157 funds tracked by Wall St. Rank held Schrodinger as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.