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Rise Advisors’s Schrodinger SDGR Stock Holding History

Rise 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
Q4 		– Sell
-50
Closed -$928 – 1199
2024
Q3 		$928 Hold
50
– – ﹤0.01% 1166
2024
Q2 		$967 Hold
50
– – ﹤0.01% 1165
2024
Q1 		$1.35K Sell
50
-20
-29% -$559 ﹤0.01% 1163
2023
Q4 		$2.51K Hold
70
– – ﹤0.01% 440
2023
Q3 		$1.98K Hold
70
– – ﹤0.01% 466
2023
Q2 		$3.49K Sell
70
-75
-52% -$2.53K ﹤0.01% 448
2023
Q1 		$3.82K Hold
145
– – ﹤0.01% 487
2022
Q4 		$2.71K Buy
145
+100
+222% +$2.07K ﹤0.01% 522
2022
Q3 		$1K Buy
45
+30
+200% +$882 ﹤0.01% 672
2022
Q2 		$0 Hold
15
– – ﹤0.01% 730
2022
Q1 		$1K Hold
15
– – ﹤0.01% 632
2021
Q4 		$522 Buy
+15
New +$685 ﹤0.01% 625

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

Rise Advisors's SDGR Position: Q4 2024 in Review

Rise Advisors sold out of Schrodinger (SDGR) in Q4 2024, closing a stake of 50 shares — an estimated $928 sold.

Rise Advisors first reported a position in SDGR in Q4 2021 and held it in 12 quarters. The position peaked at $3.82K in Q1 2023. 211 funds tracked by Wall St. Rank hold SDGR as of Q4 2024.

  • Rise Advisors reported no remaining Schrodinger position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 50 Schrodinger shares in Q4 2024, an estimated $928.
  • Rise Advisors first reported a position in Schrodinger in Q4 2021 and held it in 12 quarters.
  • Rise Advisors's Schrodinger position peaked at $3.82K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held Schrodinger as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.