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Plante Moran Financial Advisors’s Schrodinger SDGR Stock Holding History

Plante Moran Financial 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
-97
Closed -$2.62K – 868
2024
Q1 		$2.62K Buy
+97
New +$2.71K ﹤0.01% 750

Other funds holding SDGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plante Moran Financial Advisors's SDGR Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Schrodinger (SDGR) in Q2 2024, closing a stake of 97 shares — an estimated $2.62K sold.

Plante Moran Financial Advisors first reported a position in SDGR in Q1 2024 and held it in 1 quarter. The position peaked at $2.62K in Q1 2024. 205 funds tracked by Wall St. Rank hold SDGR as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Schrodinger position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 97 Schrodinger shares in Q2 2024, an estimated $2.62K.
  • Plante Moran Financial Advisors first reported a position in Schrodinger in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Schrodinger position peaked at $2.62K in Q1 2024.
  • 205 funds tracked by Wall St. Rank held Schrodinger as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.