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

Harvest Group 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
2021 Q1	–	Sell	-1,084	Closed	-$13K	–	776
2020 Q4	$13K	Hold	1,084	–	–	0.01%	210
2020 Q3	$13K	Hold	1,084	–	–	0.01%	202
2020 Q2	$8K	Hold	1,084	–	–	0.01%	233
2020 Q1	$5K	Hold	1,084	–	–	0.01%	266
2019 Q4	$9K	Hold	1,084	–	–	0.01%	275
2019 Q3	$15K	Buy	+1,084	New	+$18.1K	0.02%	199

Other funds holding SDC

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harvest Group Wealth Management's SDC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q1 2021, closing a stake of 1,084 shares — an estimated $13K sold.

Harvest Group Wealth Management first reported a position in SDC in Q3 2019 and held it in 6 quarters. The position peaked at $15K in Q3 2019. 168 funds tracked by Wall St. Rank hold SDC as of Q1 2021.

Harvest Group Wealth Management reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 1,084 SmileDirectClub, Inc. Class A Common Stock shares in Q1 2021, an estimated $13K.
Harvest Group Wealth Management first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 6 quarters.
Harvest Group Wealth Management's SmileDirectClub, Inc. Class A Common Stock position peaked at $15K in Q3 2019.
168 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.