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MPS Loria Financial Planners’s Schrodinger SDGR Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-200
Closed -$15K – 483
2021
Q1 		$15K Hold
200
– – 0.01% 260
2020
Q4 		$16K Buy
+200
New +$12.6K 0.01% 255

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's SDGR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Schrodinger (SDGR) in Q2 2021, closing a stake of 200 shares — an estimated $15K sold.

MPS Loria Financial Planners first reported a position in SDGR in Q4 2020 and held it in 2 quarters. The position peaked at $16K in Q4 2020. 229 funds tracked by Wall St. Rank hold SDGR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Schrodinger position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 200 Schrodinger shares in Q2 2021, an estimated $15K.
  • MPS Loria Financial Planners first reported a position in Schrodinger in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Schrodinger position peaked at $16K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Schrodinger as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.