SFS
SDGR icon

Sowell Financial Services’s Schrodinger SDGR Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-1,370
Closed -$65K – 2847
2020
Q3 		$65K Sell
1,370
-856
-38% -$58.9K ﹤0.01% 1122
2020
Q2 		$204K Buy
+2,226
New +$130K 0.01% 718

Other funds holding SDGR

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
LCM
Laurion Capital Management New York $1.07B AUM 75.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.27B AUM 64.05% 1-Year Est. Return