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Trifecta Capital Advisors’s Schrodinger SDGR Stock Holding History

Trifecta Capital 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
2023
Q1 		– Sell
-100
Closed -$1.87K – 454
2022
Q4 		$1.87K Buy
+100
New +$2.07K ﹤0.01% 315

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Trifecta Capital Advisors's SDGR Position: Q1 2023 in Review

Trifecta Capital Advisors sold out of Schrodinger (SDGR) in Q1 2023, closing a stake of 100 shares — an estimated $1.87K sold.

Trifecta Capital Advisors first reported a position in SDGR in Q4 2022 and held it in 1 quarter. The position peaked at $1.87K in Q4 2022. 183 funds tracked by Wall St. Rank hold SDGR as of Q1 2023.

  • Trifecta Capital Advisors reported no remaining Schrodinger position as of Q1 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 100 Schrodinger shares in Q1 2023, an estimated $1.87K.
  • Trifecta Capital Advisors first reported a position in Schrodinger in Q4 2022 and held it in 1 quarter.
  • Trifecta Capital Advisors's Schrodinger position peaked at $1.87K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Schrodinger as of Q1 2023.

Based on Trifecta Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.