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Toth Financial Advisory’s Schrodinger SDGR Stock Holding History

Toth Financial Advisory’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
2025
Q1 		– Sell
-100
Closed -$1.93K – 755
2024
Q4 		$1.93K Hold
100
– – ﹤0.01% 594
2024
Q3 		$1.85K Hold
100
– – ﹤0.01% 605
2024
Q2 		$1.93K Hold
100
– – ﹤0.01% 611
2024
Q1 		$2.7K Buy
+100
New +$2.8K ﹤0.01% 578
2021
Q4 		– Sell
-30
Closed -$2K – 814
2021
Q3 		$2K Hold
30
– – ﹤0.01% 672
2021
Q2 		$2K Hold
30
– – ﹤0.01% 610
2021
Q1 		$2K Hold
30
– – ﹤0.01% 608
2020
Q4 		$2K Buy
+30
New +$1.89K ﹤0.01% 547

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
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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Toth Financial Advisory's SDGR Position: Q1 2025 in Review

Toth Financial Advisory sold out of Schrodinger (SDGR) in Q1 2025, closing a stake of 100 shares — an estimated $1.93K sold.

Toth Financial Advisory first reported a position in SDGR in Q4 2020 and held it in 8 quarters. The position peaked at $2.7K in Q1 2024. 217 funds tracked by Wall St. Rank hold SDGR as of Q1 2025.

  • Toth Financial Advisory reported no remaining Schrodinger position as of Q1 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Schrodinger shares in Q1 2025, an estimated $1.93K.
  • Toth Financial Advisory first reported a position in Schrodinger in Q4 2020 and held it in 8 quarters.
  • Toth Financial Advisory's Schrodinger position peaked at $2.7K in Q1 2024.
  • 217 funds tracked by Wall St. Rank held Schrodinger as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.