Raymond James Financial Services Advisors’s Schrodinger SDGR Stock Holding History

Raymond James Financial Services 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 Q1	–	Sell	-7,840	Closed	-$281K	–	3489
2023 Q4	$281K	Buy	+7,840	New	+$227K	﹤0.01%	2784
2023 Q3	–	Sell	-7,472	Closed	-$373K	–	3334
2023 Q2	$373K	Buy	+7,472	New	+$252K	﹤0.01%	2527
2021 Q4	–	Sell	-4,123	Closed	-$225K	–	3424
2021 Q3	$225K	Buy	4,123 +147	+4%	+$9.41K	﹤0.01%	2894
2021 Q2	$301K	Sell	3,976 -687	-15%	-$49.8K	﹤0.01%	2718
2021 Q1	$356K	Buy	4,663 +1,115	+31%	+$100K	﹤0.01%	2517
2020 Q4	$281K	Buy	+3,548	New	+$223K	﹤0.01%	2507

Other funds holding SDGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Raymond James Financial Services Advisors's SDGR Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of Schrodinger (SDGR) in Q1 2024, closing a stake of 7,840 shares — an estimated $281K sold.

Raymond James Financial Services Advisors first reported a position in SDGR in Q4 2020 and held it in 6 quarters. The position peaked at $373K in Q2 2023. 222 funds tracked by Wall St. Rank hold SDGR as of Q1 2024.

Raymond James Financial Services Advisors reported no remaining Schrodinger position as of Q1 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 7,840 Schrodinger shares in Q1 2024, an estimated $281K.
Raymond James Financial Services Advisors first reported a position in Schrodinger in Q4 2020 and held it in 6 quarters.
Raymond James Financial Services Advisors's Schrodinger position peaked at $373K in Q2 2023.
222 funds tracked by Wall St. Rank held Schrodinger as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.