Cambridge Investment Research Advisors’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Cambridge Investment Research Advisors’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	-43,048	Closed	-$19K	–	3325
2023 Q1	$19K	Sell	43,048 -9,785	-19%	-$5.01K	﹤0.01%	3107
2022 Q4	$19K	Sell	52,833 -8,129	-13%	-$5.36K	﹤0.01%	3047
2022 Q3	$55K	Sell	60,962 -427	-0.7%	-$518	﹤0.01%	2929
2022 Q2	$64K	Sell	61,389 -8,941	-13%	-$14.5K	﹤0.01%	2923
2022 Q1	$182K	Buy	70,330 +1,834	+3%	+$4.25K	﹤0.01%	2905
2021 Q4	$161K	Buy	68,496 +11,379	+20%	+$47.5K	﹤0.01%	2948
2021 Q3	$304K	Buy	57,117 +11,692	+26%	+$72.6K	﹤0.01%	2455
2021 Q2	$394K	Buy	45,425 +26,671	+142%	+$246K	﹤0.01%	2252
2021 Q1	$193K	Buy	18,754 +1,883	+11%	+$22.3K	﹤0.01%	2640
2020 Q4	$201K	Buy	+16,871	New	+$191K	﹤0.01%	2480
2020 Q3	–	Sell	-18,686	Closed	-$148K	–	2626
2020 Q2	$148K	Buy	18,686 +2,725	+17%	+$18.5K	﹤0.01%	2246
2020 Q1	$75K	Buy	+15,961	New	+$157K	﹤0.01%	2143

Other funds holding SDC

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

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 New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's SDC Position: Q2 2023 in Review

Cambridge Investment Research Advisors sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q2 2023, closing a stake of 43,048 shares — an estimated $19K sold.

Cambridge Investment Research Advisors first reported a position in SDC in Q1 2020 and held it in 12 quarters. The position peaked at $394K in Q2 2021. 90 funds tracked by Wall St. Rank hold SDC as of Q2 2023.

Cambridge Investment Research Advisors reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 43,048 SmileDirectClub, Inc. Class A Common Stock shares in Q2 2023, an estimated $19K.
Cambridge Investment Research Advisors first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q1 2020 and held it in 12 quarters.
Cambridge Investment Research Advisors's SmileDirectClub, Inc. Class A Common Stock position peaked at $394K in Q2 2021.
90 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q2 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.