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

Edge 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
2022 Q1	–	Sell	-2,715	Closed	-$6K	–	485
2021 Q4	$6K	Hold	2,715	–	–	﹤0.01%	327
2021 Q3	$14K	Hold	2,715	–	–	﹤0.01%	296
2021 Q2	$23K	Sell	2,715 -1,000	-27%	-$9.22K	﹤0.01%	265
2021 Q1	$38K	Buy	3,715 +500	+16%	+$5.92K	0.01%	212
2020 Q4	$38K	Hold	3,215	–	–	0.01%	202
2020 Q3	$38K	Hold	3,215	–	–	0.01%	222
2020 Q2	$25K	Hold	3,215	–	–	﹤0.01%	333
2020 Q1	$15K	Sell	3,215 -10,000	-76%	-$98.5K	﹤0.01%	353
2019 Q4	$116K	Buy	13,215 +13,000	+6,047%	+$130K	0.02%	179
2019 Q3	$2K	Buy	+215	New	+$3.59K	﹤0.01%	536

Other funds holding SDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edge Wealth Management's SDC Position: Q1 2022 in Review

Edge Wealth Management sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q1 2022, closing a stake of 2,715 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in SDC in Q3 2019 and held it in 10 quarters. The position peaked at $116K in Q4 2019. 141 funds tracked by Wall St. Rank hold SDC as of Q1 2022.

Edge Wealth Management reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 2,715 SmileDirectClub, Inc. Class A Common Stock shares in Q1 2022, an estimated $6K.
Edge Wealth Management first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 10 quarters.
Edge Wealth Management's SmileDirectClub, Inc. Class A Common Stock position peaked at $116K in Q4 2019.
141 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.