PWMG
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Private Wealth Management Group’s Schrodinger SDGR Stock Holding History

Private Wealth Management Group’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
2026
Q1 		– Sell
-23
Closed -$412 – 1536
2025
Q4 		$412 Hold
23
– – ﹤0.01% 1416
2025
Q3 		$462 Hold
23
– – ﹤0.01% 1425
2025
Q2 		$463 Hold
23
– – ﹤0.01% 1426
2025
Q1 		$455 Hold
23
– – ﹤0.01% 1417
2024
Q4 		$444 Hold
23
– – ﹤0.01% 1457
2024
Q3 		$427 Hold
23
– – ﹤0.01% 1440
2024
Q2 		$445 Sell
23
-66
-74% -$1.52K ﹤0.01% 1465
2024
Q1 		$2.4K Hold
89
– – ﹤0.01% 892
2023
Q4 		$3.19K Buy
+89
New +$2.58K ﹤0.01% 778

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RCMNY
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VPM
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NAMA
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Sumitomo Mitsui Trust Group
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UBS AM
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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return