IIM
SDC

Ironwood Investment Management’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Ironwood Investment 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
2023
Q4 		– Sell
-58,625
Closed -$24.3K – 170
2023
Q3 		$24.3K Sell
58,625
-1,745
-3% -$997 0.01% 163
2023
Q2 		$32K Sell
60,370
-3,301
-5% -$1.35K 0.02% 166
2023
Q1 		$27.4K Buy
63,671
+8,540
+15% +$4.37K 0.02% 161
2022
Q4 		$19.4K Sell
55,131
-10,049
-15% -$6.63K 0.01% 162
2022
Q3 		$59K Buy
65,180
+161
+0.2% +$195 0.04% 162
2022
Q2 		$68K Buy
65,019
+36
+0.1% +$58 0.05% 161
2022
Q1 		$168K Buy
64,983
+4,183
+7% +$9.71K 0.09% 166
2021
Q4 		$143K Sell
60,800
-1,917
-3% -$8.01K 0.07% 173
2021
Q3 		$334K Buy
62,717
+37,393
+148% +$232K 0.17% 136
2021
Q2 		$220K Sell
25,324
-574
-2% -$5.29K 0.11% 165
2021
Q1 		$267K Buy
25,898
+199
+0.8% +$2.36K 0.14% 155
2020
Q4 		$307K Sell
25,699
-728
-3% -$8.25K 0.18% 136
2020
Q3 		$309K Sell
26,427
-40
-0.2% -$367 0.22% 125
2020
Q2 		$209K Sell
26,467
-172
-0.6% -$1.17K 0.16% 135
2020
Q1 		$124K Sell
26,639
-1,101
-4% -$10.8K 0.12% 143
2019
Q4 		$242K Buy
+27,740
New +$277K 0.17% 133

Other funds holding SDC

BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Ironwood Investment Management's SDC Position: Q4 2023 in Review

Ironwood Investment Management sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 58,625 shares — an estimated $24.3K sold.

Ironwood Investment Management first reported a position in SDC in Q4 2019 and held it in 16 quarters. The position peaked at $334K in Q3 2021. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

  • Ironwood Investment Management reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Ironwood Investment Management sold 58,625 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $24.3K.
  • Ironwood Investment Management first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2019 and held it in 16 quarters.
  • Ironwood Investment Management's SmileDirectClub, Inc. Class A Common Stock position peaked at $334K in Q3 2021.
  • 11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Ironwood Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.