Strategic Wealth Partners’s Schrodinger SDGR Stock Holding History

Strategic Wealth Partners’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 Q3	–	Sell	-4,539	Closed	-$343K	–	240
2021 Q2	$343K	Buy	+4,539	New	+$329K	0.11%	185

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

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

AIM

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Strategic Wealth Partners's SDGR Position: Q3 2021 in Review

Strategic Wealth Partners sold out of Schrodinger (SDGR) in Q3 2021, closing a stake of 4,539 shares — an estimated $343K sold.

Strategic Wealth Partners first reported a position in SDGR in Q2 2021 and held it in 1 quarter. The position peaked at $343K in Q2 2021. 223 funds tracked by Wall St. Rank hold SDGR as of Q3 2021.

Strategic Wealth Partners reported no remaining Schrodinger position as of Q3 2021 after selling out during the quarter.
Strategic Wealth Partners sold 4,539 Schrodinger shares in Q3 2021, an estimated $343K.
Strategic Wealth Partners first reported a position in Schrodinger in Q2 2021 and held it in 1 quarter.
Strategic Wealth Partners's Schrodinger position peaked at $343K in Q2 2021.
223 funds tracked by Wall St. Rank held Schrodinger as of Q3 2021.

Based on Strategic Wealth Partners's 13F filing for Q3 2021, filed 12 Nov 2021.