JFS Wealth Advisors’s Schrodinger SDGR Stock Holding History

JFS Wealth Advisors’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	-1	Closed	-$27	–	2039
2024 Q1	$27	Sell	1 -1	-50%	-$28	﹤0.01%	1992
2023 Q4	$72	Buy	+2	New	+$58	﹤0.01%	1965

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

JFS Wealth Advisors's SDGR Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Schrodinger (SDGR) in Q2 2024, closing a stake of 1 share — an estimated $27 sold.

JFS Wealth Advisors first reported a position in SDGR in Q4 2023 and held it in 2 quarters. The position peaked at $72 in Q4 2023. 205 funds tracked by Wall St. Rank hold SDGR as of Q2 2024.

JFS Wealth Advisors reported no remaining Schrodinger position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 1 Schrodinger share in Q2 2024, an estimated $27.
JFS Wealth Advisors first reported a position in Schrodinger in Q4 2023 and held it in 2 quarters.
JFS Wealth Advisors's Schrodinger position peaked at $72 in Q4 2023.
205 funds tracked by Wall St. Rank held Schrodinger as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.