Regent Peak Wealth Advisors’s Schrodinger SDGR Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-75	Closed	-$6K	–	830
2020 Q4	$6K	Buy	+75	New	+$4.72K	﹤0.01%	639

Other funds holding SDGR

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

AIM

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regent Peak Wealth Advisors's SDGR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Schrodinger (SDGR) in Q1 2021, closing a stake of 75 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in SDGR in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 219 funds tracked by Wall St. Rank hold SDGR as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Schrodinger position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 75 Schrodinger shares in Q1 2021, an estimated $6K.
Regent Peak Wealth Advisors first reported a position in Schrodinger in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Schrodinger position peaked at $6K in Q4 2020.
219 funds tracked by Wall St. Rank held Schrodinger as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.