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

Cerity 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
2023 Q4	–	Sell	-13,850	Closed	-$5.75K	–	1908
2023 Q3	$5.75K	Buy	+13,850	New	+$7.92K	﹤0.01%	1385
2020 Q1	–	Sell	-13,704	Closed	-$120K	–	537
2019 Q4	$120K	Buy	+13,704	New	+$137K	0.01%	522

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 $266M AUM 26.42% 1-Year Est. Return

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

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

Cerity Partners's SDC Position: Q4 2023 in Review

Cerity Partners sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 13,850 shares — an estimated $5.75K sold.

Cerity Partners first reported a position in SDC in Q4 2019 and held it in 2 quarters. The position peaked at $120K in Q4 2019. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

Cerity Partners reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Cerity Partners sold 13,850 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $5.75K.
Cerity Partners first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2019 and held it in 2 quarters.
Cerity Partners's SmileDirectClub, Inc. Class A Common Stock position peaked at $120K in Q4 2019.
11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Cerity Partners's 13F filing for Q4 2023, filed 26 Jan 2024.