Able Wealth Management’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Able Wealth Management’s Portfolio SDC Stock Details SDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,000	Closed	-$30	–	611
2023 Q4	$30	Buy	+5,000	New	+$591	﹤0.01%	606

Other funds holding SDC

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

OPTFSNA

Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return

Able Wealth Management's SDC Position: Q1 2024 in Review

Able Wealth Management sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q1 2024, closing a stake of 5,000 shares — an estimated $30 sold.

Able Wealth Management first reported a position in SDC in Q4 2023 and held it in 1 quarter. The position peaked at $30 in Q4 2023. 5 funds tracked by Wall St. Rank hold SDC as of Q1 2024.

Able Wealth Management reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 5,000 SmileDirectClub, Inc. Class A Common Stock shares in Q1 2024, an estimated $30.
Able Wealth Management first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2023 and held it in 1 quarter.
Able Wealth Management's SmileDirectClub, Inc. Class A Common Stock position peaked at $30 in Q4 2023.
5 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.