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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 – 2839
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 $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return

Sowell Financial Services's SDGR Position: Q4 2020 in Review

Sowell Financial Services sold out of Schrodinger (SDGR) in Q4 2020, closing a stake of 1,370 shares — an estimated $65K sold.

Sowell Financial Services first reported a position in SDGR in Q2 2020 and held it in 2 quarters. The position peaked at $204K in Q2 2020. 210 funds tracked by Wall St. Rank hold SDGR as of Q4 2020.

  • Sowell Financial Services reported no remaining Schrodinger position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 1,370 Schrodinger shares in Q4 2020, an estimated $65K.
  • Sowell Financial Services first reported a position in Schrodinger in Q2 2020 and held it in 2 quarters.
  • Sowell Financial Services's Schrodinger position peaked at $204K in Q2 2020.
  • 210 funds tracked by Wall St. Rank held Schrodinger as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.