IA
SDC

IFP Advisors’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

IFP Advisors’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
2024
Q1 		– Sell
-1,600
Closed -$10 – 3295
2023
Q4 		$10 Hold
1,600
– – ﹤0.01% 3022
2023
Q3 		$664 Sell
1,600
-50
-3% -$29 ﹤0.01% 3070
2023
Q2 		$874 Buy
1,650
+50
+3% +$20 ﹤0.01% 3109
2023
Q1 		$26.7K Sell
1,600
-54
-3% -$28 ﹤0.01% 1891
2022
Q4 		$29K Sell
1,654
-1,894
-53% -$1.25K ﹤0.01% 2636
2022
Q3 		$60K Hold
3,548
– – ﹤0.01% 2241
2022
Q2 		$60K Hold
3,548
– – ﹤0.01% 2032
2022
Q1 		$60K Buy
3,548
+1,948
+122% +$4.52K ﹤0.01% 2032
2021
Q4 		$4K Hold
1,600
– – ﹤0.01% 2615
2021
Q3 		$9K Hold
1,600
– – ﹤0.01% 2343
2021
Q2 		$14K Hold
1,600
– – ﹤0.01% 2101
2021
Q1 		$16K Hold
1,600
– – ﹤0.01% 1955
2020
Q4 		$19K Sell
1,600
-200
-11% -$2.27K ﹤0.01% 1826
2020
Q3 		$21K Buy
+1,800
New +$16.5K ﹤0.01% 1633

Other funds holding SDC

FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return

IFP Advisors's SDC Position: Q1 2024 in Review

IFP Advisors sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q1 2024, closing a stake of 1,600 shares — an estimated $10 sold.

IFP Advisors first reported a position in SDC in Q3 2020 and held it in 14 quarters. The position peaked at $60K in Q3 2022. 5 funds tracked by Wall St. Rank hold SDC as of Q1 2024.

  • IFP Advisors reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 1,600 SmileDirectClub, Inc. Class A Common Stock shares in Q1 2024, an estimated $10.
  • IFP Advisors first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2020 and held it in 14 quarters.
  • IFP Advisors's SmileDirectClub, Inc. Class A Common Stock position peaked at $60K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.