Avantax Advisory Services’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Avantax Advisory Services’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
2023 Q4	–	Sell	-29,800	Closed	-$12.4K	–	1696
2023 Q3	$12.4K	Hold	29,800	–	–	﹤0.01%	1536
2023 Q2	$15.8K	Sell	29,800 -300	-1%	-$122	﹤0.01%	1494
2023 Q1	$12.9K	Buy	30,100 +8,700	+41%	+$4.46K	﹤0.01%	1474
2022 Q4	$7.54K	Sell	21,400 -4,900	-19%	-$3.23K	﹤0.01%	1412
2022 Q3	$24K	Sell	26,300 -300	-1%	-$364	﹤0.01%	1315
2022 Q2	$28K	Hold	26,600	–	–	﹤0.01%	1288
2022 Q1	$69K	Buy	+26,600	New	+$61.7K	﹤0.01%	1254
2020 Q3	–	Sell	-47,182	Closed	-$373K	–	1402
2020 Q2	$373K	Hold	47,182	–	–	0.01%	566
2020 Q1	$221K	Buy	47,182 +17,755	+60%	+$175K	0.01%	689
2019 Q4	$257K	Buy	+29,427	New	+$294K	0.01%	681

Other funds holding SDC

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

FCFC

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

SAM

S.A. Mason Holland, Michigan $266M AUM 26.42% 1-Year Est. Return

Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RFG

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

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Avantax Advisory Services's SDC Position: Q4 2023 in Review

Avantax Advisory Services sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 29,800 shares — an estimated $12.4K sold.

Avantax Advisory Services first reported a position in SDC in Q4 2019 and held it in 10 quarters. The position peaked at $373K in Q2 2020. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

Avantax Advisory Services reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 29,800 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $12.4K.
Avantax Advisory Services first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2019 and held it in 10 quarters.
Avantax Advisory Services's SmileDirectClub, Inc. Class A Common Stock position peaked at $373K in Q2 2020.
11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.