TCI Wealth Advisors’s Schrodinger SDGR Stock Holding History

TCI Wealth Advisors’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
2022 Q4	–	Sell	-123	Closed	-$3K	–	2633
2022 Q3	$3K	Buy	+123	New	+$3.62K	﹤0.01%	1832
2022 Q2	–	Sell	-183	Closed	-$6K	–	2486
2022 Q1	$6K	Sell	183 -210	-53%	-$6.38K	﹤0.01%	1458
2021 Q4	$14K	Buy	393 +2	+0.5%	+$91	﹤0.01%	937
2021 Q3	$21K	Buy	391 +63	+19%	+$4.03K	﹤0.01%	675
2021 Q2	$25K	Sell	328 -188	-36%	-$13.6K	﹤0.01%	555
2021 Q1	$39K	Buy	+516	New	+$46.4K	0.02%	408

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's SDGR Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Schrodinger (SDGR) in Q4 2022, closing a stake of 123 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in SDGR in Q1 2021 and held it in 6 quarters. The position peaked at $39K in Q1 2021. 170 funds tracked by Wall St. Rank hold SDGR as of Q4 2022.

TCI Wealth Advisors reported no remaining Schrodinger position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 123 Schrodinger shares in Q4 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in Schrodinger in Q1 2021 and held it in 6 quarters.
TCI Wealth Advisors's Schrodinger position peaked at $39K in Q1 2021.
170 funds tracked by Wall St. Rank held Schrodinger as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.