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SYSTM Wealth Solutions’s Schrodinger SDGR Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-31
Closed -$837 – 920
2024
Q1 		$837 Hold
31
– – ﹤0.01% 960
2023
Q4 		$1.11K Buy
+31
New +$899 ﹤0.01% 982

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's SDGR Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Schrodinger (SDGR) in Q2 2024, closing a stake of 31 shares — an estimated $837 sold.

SYSTM Wealth Solutions first reported a position in SDGR in Q4 2023 and held it in 2 quarters. The position peaked at $1.11K in Q4 2023. 205 funds tracked by Wall St. Rank hold SDGR as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Schrodinger position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 31 Schrodinger shares in Q2 2024, an estimated $837.
  • SYSTM Wealth Solutions first reported a position in Schrodinger in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Schrodinger position peaked at $1.11K in Q4 2023.
  • 205 funds tracked by Wall St. Rank held Schrodinger as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.