CHA
SDC

Carmichael Hill & Associates’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Carmichael Hill & Associates’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
-2,026
Closed -$841 – 828
2023
Q3 		$841 Hold
2,026
– – ﹤0.01% 740
2023
Q2 		$1.07K Hold
2,026
– – ﹤0.01% 734
2023
Q1 		$872 Buy
+2,026
New +$1.04K ﹤0.01% 734

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 $326M AUM 36.44% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
IA
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

Carmichael Hill & Associates's SDC Position: Q4 2023 in Review

Carmichael Hill & Associates sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 2,026 shares — an estimated $841 sold.

Carmichael Hill & Associates first reported a position in SDC in Q1 2023 and held it in 3 quarters. The position peaked at $1.07K in Q2 2023. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

  • Carmichael Hill & Associates reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 2,026 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $841.
  • Carmichael Hill & Associates first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q1 2023 and held it in 3 quarters.
  • Carmichael Hill & Associates's SmileDirectClub, Inc. Class A Common Stock position peaked at $1.07K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Carmichael Hill & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.