LWP
SDC

Laurel Wealth Planning’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Laurel Wealth Planning’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
Q4 		– Sell
-500
Closed -$3K – 227
2021
Q3 		$3K Hold
500
– – ﹤0.01% 191
2021
Q2 		$4K Hold
500
– – ﹤0.01% 113
2021
Q1 		$5K Hold
500
– – ﹤0.01% 105
2020
Q4 		$6K Buy
+500
New +$5.66K 0.01% 97

Other funds holding SDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Planning's SDC Position: Q4 2021 in Review

Laurel Wealth Planning sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2021, closing a stake of 500 shares — an estimated $3K sold.

Laurel Wealth Planning first reported a position in SDC in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q4 2020. 139 funds tracked by Wall St. Rank hold SDC as of Q4 2021.

  • Laurel Wealth Planning reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Laurel Wealth Planning sold 500 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2021, an estimated $3K.
  • Laurel Wealth Planning first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2020 and held it in 4 quarters.
  • Laurel Wealth Planning's SmileDirectClub, Inc. Class A Common Stock position peaked at $6K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2021.

Based on Laurel Wealth Planning's 13F filing for Q4 2021, filed 1 Feb 2022.