Fidelity Investments
SDC

Fidelity Investments’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Fidelity Investments’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
-9,213
Closed -$3.82K – 5770
2023
Q3 		$3.82K Buy
9,213
+1,050
+13% +$600 ﹤0.01% 4394
2023
Q2 		$4.33K Sell
8,163
-54,090
-87% -$22.1K ﹤0.01% 4400
2023
Q1 		$26.8K Buy
62,253
+50,082
+411% +$25.7K ﹤0.01% 3712
2022
Q4 		$4.29K Buy
12,171
+12,170
+1,217,000% +$8.02K ﹤0.01% 4304
2022
Q3 		$0 Buy
+1
New +$1 ﹤0.01% 5551
2021
Q4 		– Sell
-1
Closed – – 5116
2021
Q3 		$0 Sell
1
-53
-98% -$329 ﹤0.01% 5236
2021
Q2 		$0 Sell
54
-4,394,820
-100% -$40.5M ﹤0.01% 5081
2021
Q1 		$45.3M Sell
4,394,874
-2,334,965
-35% -$27.7M ﹤0.01% 1446
2020
Q4 		$80.4M Sell
6,729,839
-1,198,105
-15% -$13.6M 0.01% 1134
2020
Q3 		$92.6M Buy
7,927,944
+678,252
+9% +$6.23M 0.01% 942
2020
Q2 		$57.3M Buy
7,249,692
+422,562
+6% +$2.87M 0.01% 1106
2020
Q1 		$31.9M Sell
6,827,130
-1,113,570
-14% -$11M ﹤0.01% 1214
2019
Q4 		$69.4M Buy
7,940,700
+5,681,300
+251% +$56.8M 0.01% 1065
2019
Q3 		$31.4M Buy
+2,259,400
New +$37.7M ﹤0.01% 1389

Other funds holding SDC

BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.01B AUM 38.1% 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 $4.82B AUM 20.19% 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 $443M AUM 14.48% 1-Year Est. Return