CAS
SDC

Coppell Advisory Solutions’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Coppell Advisory Solutions’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
-4
Closed -$1 – 1905
2023
Q3 		$1 Hold
4
– – ﹤0.01% 1199
2023
Q2 		$2 Buy
+4
New +$2 ﹤0.01% 1435
2023
Q1 		– Sell
-4
Closed -$1 – 1177
2022
Q4 		$1 Buy
+4
New +$3 ﹤0.01% 1201

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
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 $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

Coppell Advisory Solutions's SDC Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 4 shares — an estimated $1 sold.

Coppell Advisory Solutions first reported a position in SDC in Q4 2022 and held it in 3 quarters. The position peaked at $2 in Q2 2023. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $1.
  • Coppell Advisory Solutions first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's SmileDirectClub, Inc. Class A Common Stock position peaked at $2 in Q2 2023.
  • 11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.