Creative Planning’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Creative Planning’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	-18,045	Closed	-$7.49K	–	3156
2023 Q3	$7.49K	Buy	+18,045	New	+$10.3K	﹤0.01%	2682
2023 Q1	–	Sell	-32,065	Closed	-$11.3K	–	2810
2022 Q4	$11.3K	Buy	+32,065	New	+$21.1K	﹤0.01%	2348
2021 Q2	–	Sell	-18,250	Closed	-$188K	–	2677
2021 Q1	$188K	Buy	18,250 +100	+0.6%	+$1.18K	﹤0.01%	2115
2020 Q4	$217K	Sell	18,150 -5,050	-22%	-$57.2K	﹤0.01%	1837
2020 Q3	$271K	Buy	23,200 +1,008	+5%	+$9.26K	﹤0.01%	1485
2020 Q2	$175K	Buy	+22,192	New	+$151K	﹤0.01%	1567

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

Creative Planning's SDC Position: Q4 2023 in Review

Creative Planning sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 18,045 shares — an estimated $7.49K sold.

Creative Planning first reported a position in SDC in Q2 2020 and held it in 6 quarters. The position peaked at $271K in Q3 2020. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

Creative Planning reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 18,045 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $7.49K.
Creative Planning first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q2 2020 and held it in 6 quarters.
Creative Planning's SmileDirectClub, Inc. Class A Common Stock position peaked at $271K in Q3 2020.
11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.