Integrated Investment Consultants’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Integrated Investment Consultants’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 Q3	–	Sell	-167,803	Closed	-$88.9K	–	280
2023 Q2	$88.9K	Hold	167,803	–	–	0.03%	259
2023 Q1	$72.2K	Hold	167,803	–	–	0.02%	268
2022 Q4	$59.1K	Sell	167,803 -2,500	-1%	-$1.65K	0.02%	244
2022 Q3	$154K	Sell	170,303 -175,000	-51%	-$212K	0.06%	216
2022 Q2	$359K	Hold	345,303	–	–	0.13%	121
2022 Q1	$894K	Buy	345,303 +150,000	+77%	+$348K	0.24%	69
2021 Q4	$459K	Buy	195,303 +25,050	+15%	+$105K	0.12%	146
2021 Q3	$906K	Sell	170,253 -1,696,533	-91%	-$10.5M	0.27%	63
2021 Q2	$3.37M	Buy	1,866,786 +1,846,133	+8,939%	+$17M	0.98%	19
2021 Q1	$213K	Buy	20,653 +5	+0%	+$59	0.07%	240
2020 Q4	$247K	Hold	20,648	–	–	0.09%	205
2020 Q3	$241K	Sell	20,648 -1,817,496	-99%	-$16.7M	0.11%	160
2020 Q2	$14.5M	Hold	1,838,144	–	–	6.88%	4
2020 Q1	$8.58M	Buy	1,838,144 +1,819,995	+10,028%	+$17.9M	5.08%	4
2019 Q4	$159K	Sell	18,149 -649	-3%	-$6.49K	0.07%	176
2019 Q3	$261K	Buy	+18,798	New	+$314K	0.13%	116

Other funds holding SDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Integrated Investment Consultants's SDC Position: Q3 2023 in Review

Integrated Investment Consultants sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q3 2023, closing a stake of 167,803 shares — an estimated $88.9K sold.

Integrated Investment Consultants first reported a position in SDC in Q3 2019 and held it in 16 quarters. The position peaked at $14.5M in Q2 2020. 82 funds tracked by Wall St. Rank hold SDC as of Q3 2023.

Integrated Investment Consultants reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Integrated Investment Consultants sold 167,803 SmileDirectClub, Inc. Class A Common Stock shares in Q3 2023, an estimated $88.9K.
Integrated Investment Consultants first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 16 quarters.
Integrated Investment Consultants's SmileDirectClub, Inc. Class A Common Stock position peaked at $14.5M in Q2 2020.
82 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q3 2023.

Based on Integrated Investment Consultants's 13F filing for Q3 2023, filed 17 Oct 2023.