Liberty Wealth Management’s Schrodinger SDGR Stock Holding History

Liberty Wealth 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	-200	Closed	-$11K	–	928
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	813
2021 Q2	$15K	Hold	200	–	–	0.01%	573
2021 Q1	$18K	Hold	200	–	–	0.01%	482
2020 Q4	$18K	Buy	+200	New	+$12.6K	0.01%	478

Other funds holding SDGR

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Liberty Wealth Management's SDGR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Schrodinger (SDGR) in Q4 2021, closing a stake of 200 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in SDGR in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q1 2021. 216 funds tracked by Wall St. Rank hold SDGR as of Q4 2021.

Liberty Wealth Management reported no remaining Schrodinger position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 200 Schrodinger shares in Q4 2021, an estimated $11K.
Liberty Wealth Management first reported a position in Schrodinger in Q4 2020 and held it in 4 quarters.
Liberty Wealth Management's Schrodinger position peaked at $18K in Q1 2021.
216 funds tracked by Wall St. Rank held Schrodinger as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.