Baldwin Wealth Partners’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Baldwin Wealth Partners’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
2020 Q2	–	Sell	-545	Closed	-$3K	–	561
2020 Q1	$3K	Hold	545	–	–	﹤0.01%	508
2019 Q4	$5K	Hold	545	–	–	﹤0.01%	485
2019 Q3	$8K	Buy	+545	New	+$9.09K	﹤0.01%	466

Other funds holding SDC

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

IIC

Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCM

Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baldwin Wealth Partners's SDC Position: Q2 2020 in Review

Baldwin Wealth Partners sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q2 2020, closing a stake of 545 shares — an estimated $3K sold.

Baldwin Wealth Partners first reported a position in SDC in Q3 2019 and held it in 3 quarters. The position peaked at $8K in Q3 2019. 140 funds tracked by Wall St. Rank hold SDC as of Q2 2020.

Baldwin Wealth Partners reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 545 SmileDirectClub, Inc. Class A Common Stock shares in Q2 2020, an estimated $3K.
Baldwin Wealth Partners first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 3 quarters.
Baldwin Wealth Partners's SmileDirectClub, Inc. Class A Common Stock position peaked at $8K in Q3 2019.
140 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q2 2020.

Based on Baldwin Wealth Partners's 13F filing for Q2 2020, filed 21 Jul 2020.