BAM
SDC

Belpointe Asset Management’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-19,719
Closed -$8.48K – 3648
2023
Q1 		$8.48K Sell
19,719
-500
-2% -$256 ﹤0.01% 2802
2022
Q4 		$7.12K Buy
+20,219
New +$13.3K ﹤0.01% 2785

Other funds holding SDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Belpointe Asset Management's SDC Position: Q2 2023 in Review

Belpointe Asset Management sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q2 2023, closing a stake of 19,719 shares — an estimated $8.48K sold.

Belpointe Asset Management first reported a position in SDC in Q4 2022 and held it in 2 quarters. The position peaked at $8.48K in Q1 2023. 90 funds tracked by Wall St. Rank hold SDC as of Q2 2023.

  • Belpointe Asset Management reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 19,719 SmileDirectClub, Inc. Class A Common Stock shares in Q2 2023, an estimated $8.48K.
  • Belpointe Asset Management first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's SmileDirectClub, Inc. Class A Common Stock position peaked at $8.48K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.