BWP
SDC

Bernardo Wealth Planning’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Bernardo Wealth Planning’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
-12,500
Closed -$5.19K – 94
2023
Q3 		$5.19K Buy
+12,500
New +$7.14K ﹤0.01% 86

Other funds holding SDC

BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 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
SF
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 $374M AUM 12.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Bernardo Wealth Planning's SDC Position: Q4 2023 in Review

Bernardo Wealth Planning sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 12,500 shares — an estimated $5.19K sold.

Bernardo Wealth Planning first reported a position in SDC in Q3 2023 and held it in 1 quarter. The position peaked at $5.19K in Q3 2023. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

  • Bernardo Wealth Planning reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Bernardo Wealth Planning sold 12,500 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $5.19K.
  • Bernardo Wealth Planning first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2023 and held it in 1 quarter.
  • Bernardo Wealth Planning's SmileDirectClub, Inc. Class A Common Stock position peaked at $5.19K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Bernardo Wealth Planning's 13F filing for Q4 2023, filed 25 Jan 2024.