GWMIA
SDC

Global Wealth Management Investment Advisory’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Global Wealth Management Investment Advisory’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
2021
Q1 		– Sell
-50
Closed -$1K – 535
2020
Q4 		$1K Hold
50
– – ﹤0.01% 454
2020
Q3 		$1K Sell
50
-50
-50% -$459 ﹤0.01% 439
2020
Q2 		$1K Buy
+100
New +$679 ﹤0.01% 591

Other funds holding SDC

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Global Wealth Management Investment Advisory's SDC Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q1 2021, closing a stake of 50 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in SDC in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 168 funds tracked by Wall St. Rank hold SDC as of Q1 2021.

  • Global Wealth Management Investment Advisory reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 50 SmileDirectClub, Inc. Class A Common Stock shares in Q1 2021, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q2 2020 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's SmileDirectClub, Inc. Class A Common Stock position peaked at $1K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.