CWM
SDC

Cornerstone Wealth Management’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Cornerstone Wealth Management’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
-11,000
Closed -$4.57K – 575
2023
Q3 		$4.57K Hold
11,000
– – ﹤0.01% 524
2023
Q2 		$5.83K Buy
+11,000
New +$4.49K ﹤0.01% 501

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 $374M AUM 12.51% 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

Cornerstone Wealth Management's SDC Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 11,000 shares — an estimated $4.57K sold.

Cornerstone Wealth Management first reported a position in SDC in Q2 2023 and held it in 2 quarters. The position peaked at $5.83K in Q2 2023. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 11,000 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $4.57K.
  • Cornerstone Wealth Management first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q2 2023 and held it in 2 quarters.
  • Cornerstone Wealth Management's SmileDirectClub, Inc. Class A Common Stock position peaked at $5.83K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.