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Laurel Wealth Advisors (North Carolina)’s Schrodinger SDGR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2022
Q3 		– Sell
-55
Closed -$1K – 600
2022
Q2 		$1K Hold
55
– – ﹤0.01% 607
2022
Q1 		$2K Hold
55
– – ﹤0.01% 598
2021
Q4 		$2K Hold
55
– – ﹤0.01% 601
2021
Q3 		$3K Hold
55
– – ﹤0.01% 562
2021
Q2 		$4K Hold
55
– – ﹤0.01% 580
2021
Q1 		$4K Buy
55
+20
+57% +$1.8K ﹤0.01% 536
2020
Q4 		$3K Buy
+35
New +$2.2K ﹤0.01% 528

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SDGR Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Schrodinger (SDGR) in Q3 2022, closing a stake of 55 shares — an estimated $1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SDGR in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q2 2021. 197 funds tracked by Wall St. Rank hold SDGR as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Schrodinger position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 55 Schrodinger shares in Q3 2022, an estimated $1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Schrodinger in Q4 2020 and held it in 7 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Schrodinger position peaked at $4K in Q2 2021.
  • 197 funds tracked by Wall St. Rank held Schrodinger as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.