RMR Wealth Builders’s Schrodinger SDGR Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-265	Closed	-$20K	–	602
2021 Q1	$20K	Buy	265 +115	+77%	+$10.3K	0.01%	514
2020 Q4	$12K	Buy	+150	New	+$9.43K	0.01%	397

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

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

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

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

RMR Wealth Builders's SDGR Position: Q2 2021 in Review

RMR Wealth Builders sold out of Schrodinger (SDGR) in Q2 2021, closing a stake of 265 shares — an estimated $20K sold.

RMR Wealth Builders first reported a position in SDGR in Q4 2020 and held it in 2 quarters. The position peaked at $20K in Q1 2021. 229 funds tracked by Wall St. Rank hold SDGR as of Q2 2021.

RMR Wealth Builders reported no remaining Schrodinger position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 265 Schrodinger shares in Q2 2021, an estimated $20K.
RMR Wealth Builders first reported a position in Schrodinger in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's Schrodinger position peaked at $20K in Q1 2021.
229 funds tracked by Wall St. Rank held Schrodinger as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.