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Milestone Wealth’s Schrodinger SDGR Stock Holding History

Milestone Wealth’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 		$51K Hold
2,050
– – 0.06% 106
2022
Q2 		$54K Hold
2,050
– – 0.06% 104
2022
Q1 		$71K Hold
2,050
– – 0.06% 104
2021
Q4 		$71K Buy
+2,050
New +$93.6K 0.06% 104

Other funds holding SDGR

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 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 $110B AUM 4.8% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Milestone Wealth's SDGR Position: Q3 2022 in Review

Milestone Wealth held its Schrodinger (SDGR) position steady in Q3 2022 at 2,050 shares worth $51K. The position accounts for 0.06% of the portfolio, ranked #106.

Milestone Wealth first reported a position in SDGR in Q4 2021 and has held it in 4 quarters since. The position peaked at $71K in Q1 2022. 196 funds tracked by Wall St. Rank hold SDGR as of Q3 2022.

  • Milestone Wealth held 2,050 shares of Schrodinger worth $51K as of Q3 2022.
  • Milestone Wealth left its Schrodinger share count unchanged in Q3 2022.
  • Schrodinger made up 0.06% of Milestone Wealth's portfolio in Q3 2022, its #106 holding.
  • Milestone Wealth first reported a position in Schrodinger in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Schrodinger position peaked at $71K in Q1 2022.
  • 196 funds tracked by Wall St. Rank held Schrodinger as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.