EWM
SDC

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

Endurance 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
2019
Q4 		– Sell
-100
Closed -$1K – 544
2019
Q3 		$1K Buy
+100
New +$1.67K ﹤0.01% 519

Other funds holding SDC

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Endurance Wealth Management's SDC Position: Q4 2019 in Review

Endurance Wealth Management sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2019, closing a stake of 100 shares — an estimated $1K sold.

Endurance Wealth Management first reported a position in SDC in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 127 funds tracked by Wall St. Rank hold SDC as of Q4 2019.

  • Endurance Wealth Management reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2019 after selling out during the quarter.
  • Endurance Wealth Management sold 100 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2019, an estimated $1K.
  • Endurance Wealth Management first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 1 quarter.
  • Endurance Wealth Management's SmileDirectClub, Inc. Class A Common Stock position peaked at $1K in Q3 2019.
  • 127 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2019.

Based on Endurance Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.