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

Gradient 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 Q2	–	Sell	-530	Closed	-$228	–	1909
2023 Q1	$228	Hold	530	–	–	﹤0.01%	1375
2022 Q4	$187	Hold	530	–	–	﹤0.01%	1389
2022 Q3	$0	Hold	530	–	–	﹤0.01%	1594
2022 Q2	$1K	Hold	530	–	–	﹤0.01%	1193
2022 Q1	$1K	Hold	530	–	–	﹤0.01%	1154
2021 Q4	$1K	Hold	530	–	–	﹤0.01%	1210
2021 Q3	$3K	Hold	530	–	–	﹤0.01%	981
2021 Q2	$5K	Hold	530	–	–	﹤0.01%	895
2021 Q1	$5K	Hold	530	–	–	﹤0.01%	904
2020 Q4	$6K	Hold	530	–	–	﹤0.01%	796
2020 Q3	$6K	Hold	530	–	–	﹤0.01%	802
2020 Q2	$4K	Hold	530	–	–	﹤0.01%	810
2020 Q1	$2K	Hold	530	–	–	﹤0.01%	948
2019 Q4	$5K	Hold	530	–	–	﹤0.01%	832
2019 Q3	$7K	Buy	+530	New	+$8.84K	﹤0.01%	760

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

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

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's SDC Position: Q2 2023 in Review

Gradient Investments sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q2 2023, closing a stake of 530 shares — an estimated $228 sold.

Gradient Investments first reported a position in SDC in Q3 2019 and held it in 15 quarters. The position peaked at $7K in Q3 2019. 90 funds tracked by Wall St. Rank hold SDC as of Q2 2023.

Gradient Investments reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 530 SmileDirectClub, Inc. Class A Common Stock shares in Q2 2023, an estimated $228.
Gradient Investments first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 15 quarters.
Gradient Investments's SmileDirectClub, Inc. Class A Common Stock position peaked at $7K in Q3 2019.
90 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.