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Prosperity Wealth Management’s Schrodinger SDGR Stock Holding History

Prosperity 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
2024
Q4 		– Sell
-14,400
Closed -$267K – 235
2024
Q3 		$267K Sell
14,400
-170
-1% -$3.49K 0.11% 143
2024
Q2 		$282K Buy
+14,570
New +$336K 0.14% 136

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Prosperity Wealth Management's SDGR Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Schrodinger (SDGR) in Q4 2024, closing a stake of 14,400 shares — an estimated $267K sold.

Prosperity Wealth Management first reported a position in SDGR in Q2 2024 and held it in 2 quarters. The position peaked at $282K in Q2 2024. 211 funds tracked by Wall St. Rank hold SDGR as of Q4 2024.

  • Prosperity Wealth Management reported no remaining Schrodinger position as of Q4 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 14,400 Schrodinger shares in Q4 2024, an estimated $267K.
  • Prosperity Wealth Management first reported a position in Schrodinger in Q2 2024 and held it in 2 quarters.
  • Prosperity Wealth Management's Schrodinger position peaked at $282K in Q2 2024.
  • 211 funds tracked by Wall St. Rank held Schrodinger as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.