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Valeo Financial Advisors’s Schrodinger SDGR Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-568
Closed -$43K – 1583
2021
Q1 		$43K Sell
568
-33
-5% -$2.97K ﹤0.01% 927
2020
Q4 		$48K Buy
601
+110
+22% +$6.92K ﹤0.01% 794
2020
Q3 		$23K Sell
491
-474
-49% -$32.6K ﹤0.01% 890
2020
Q2 		$88K Buy
965
+85
+10% +$4.95K 0.01% 539
2020
Q1 		$36K Buy
+880
New +$33.2K ﹤0.01% 708

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valeo Financial Advisors's SDGR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Schrodinger (SDGR) in Q2 2021, closing a stake of 568 shares — an estimated $43K sold.

Valeo Financial Advisors first reported a position in SDGR in Q1 2020 and held it in 5 quarters. The position peaked at $88K in Q2 2020. 229 funds tracked by Wall St. Rank hold SDGR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Schrodinger position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 568 Schrodinger shares in Q2 2021, an estimated $43K.
  • Valeo Financial Advisors first reported a position in Schrodinger in Q1 2020 and held it in 5 quarters.
  • Valeo Financial Advisors's Schrodinger position peaked at $88K in Q2 2020.
  • 229 funds tracked by Wall St. Rank held Schrodinger as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.