GRP
SDC

Global Retirement Partners’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Global Retirement Partners’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
-43
Closed -$3 – 3520
2023
Q3 		$3 Hold
43
– – ﹤0.01% 3243
2023
Q2 		$23 Hold
43
– – ﹤0.01% 3173
2023
Q1 		$16 Hold
43
– – ﹤0.01% 3170
2022
Q4 		$15 Hold
43
– – ﹤0.01% 3014
2022
Q3 		$0 Buy
+43
New +$52 ﹤0.01% 3063

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 $326M AUM 36.44% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 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

Global Retirement Partners's SDC Position: Q4 2023 in Review

Global Retirement Partners sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 43 shares — an estimated $3 sold.

Global Retirement Partners first reported a position in SDC in Q3 2022 and held it in 5 quarters. The position peaked at $23 in Q2 2023. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

  • Global Retirement Partners reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 43 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $3.
  • Global Retirement Partners first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2022 and held it in 5 quarters.
  • Global Retirement Partners's SmileDirectClub, Inc. Class A Common Stock position peaked at $23 in Q2 2023.
  • 11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.