TCWM
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Total Clarity Wealth Management’s Schrodinger SDGR Stock Holding History

Total Clarity Wealth Management’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
Q3 		– Sell
-321
Closed -$8K – 837
2022
Q2 		$8K Buy
+321
New +$8.62K ﹤0.01% 728

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 $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Total Clarity Wealth Management's SDGR Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Schrodinger (SDGR) in Q3 2022, closing a stake of 321 shares — an estimated $8K sold.

Total Clarity Wealth Management first reported a position in SDGR in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 197 funds tracked by Wall St. Rank hold SDGR as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Schrodinger position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 321 Schrodinger shares in Q3 2022, an estimated $8K.
  • Total Clarity Wealth Management first reported a position in Schrodinger in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Schrodinger position peaked at $8K in Q2 2022.
  • 197 funds tracked by Wall St. Rank held Schrodinger as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.