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WR Wealth Planners’s Schrodinger SDGR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$5.79K Hold
300
– – ﹤0.01% 671
2024
Q3 		$5.57K Hold
300
– – ﹤0.01% 724
2024
Q2 		$5.8K Hold
300
– – ﹤0.01% 698
2024
Q1 		$8.1K Buy
+300
New +$8.39K ﹤0.01% 637
2023
Q4 		– Sell
-300
Closed -$8.48K – 733
2023
Q3 		$8.48K Hold
300
– – ﹤0.01% 603
2023
Q2 		$15K Hold
300
– – 0.01% 479
2023
Q1 		$7.9K Buy
+300
New +$7.13K ﹤0.01% 606

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WR Wealth Planners's SDGR Position: Q4 2024 in Review

WR Wealth Planners held its Schrodinger (SDGR) position steady in Q4 2024 at 300 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

WR Wealth Planners first reported a position in SDGR in Q1 2023 and has held it in 7 quarters since. The position peaked at $15K in Q2 2023. 211 funds tracked by Wall St. Rank hold SDGR as of Q4 2024.

  • WR Wealth Planners held 300 shares of Schrodinger worth $5.79K as of Q4 2024.
  • WR Wealth Planners left its Schrodinger share count unchanged in Q4 2024.
  • Schrodinger made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #671 holding.
  • WR Wealth Planners first reported a position in Schrodinger in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Schrodinger position peaked at $15K in Q2 2023.
  • 211 funds tracked by Wall St. Rank held Schrodinger as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.