LPL Financial
SDC

LPL Financial’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

LPL Financial’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
-37,727
Closed -$15.7K – 4968
2023
Q3 		$15.7K Sell
37,727
-33,229
-47% -$19K ﹤0.01% 4628
2023
Q2 		$37.6K Sell
70,956
-24,210
-25% -$9.88K ﹤0.01% 4458
2023
Q1 		$40.9K Buy
95,166
+10,049
+12% +$5.15K ﹤0.01% 4336
2022
Q4 		$30K Buy
85,117
+5,260
+7% +$3.47K ﹤0.01% 4329
2022
Q3 		$72K Sell
79,857
-12,750
-14% -$15.5K ﹤0.01% 4176
2022
Q2 		$96K Buy
92,607
+5,456
+6% +$8.83K ﹤0.01% 4143
2022
Q1 		$226K Buy
87,151
+6,200
+8% +$14.4K ﹤0.01% 3771
2021
Q4 		$190K Sell
80,951
-20,899
-21% -$87.3K ﹤0.01% 3998
2021
Q3 		$542K Buy
101,850
+1,811
+2% +$11.2K ﹤0.01% 3148
2021
Q2 		$868K Buy
100,039
+3,669
+4% +$33.8K ﹤0.01% 2686
2021
Q1 		$994K Buy
96,370
+9,332
+11% +$111K ﹤0.01% 2394
2020
Q4 		$1.04M Buy
87,038
+8,119
+10% +$92K ﹤0.01% 2150
2020
Q3 		$922K Buy
78,919
+18,462
+31% +$170K ﹤0.01% 2012
2020
Q2 		$478K Buy
60,457
+29,715
+97% +$202K ﹤0.01% 2429
2020
Q1 		$144K Buy
30,742
+14,101
+85% +$139K ﹤0.01% 2911
2019
Q4 		$145K Buy
+16,641
New +$166K ﹤0.01% 3173

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 $266M AUM 26.42% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 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

LPL Financial's SDC Position: Q4 2023 in Review

LPL Financial sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 37,727 shares — an estimated $15.7K sold.

LPL Financial first reported a position in SDC in Q4 2019 and held it in 16 quarters. The position peaked at $1.04M in Q4 2020. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

  • LPL Financial reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • LPL Financial sold 37,727 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $15.7K.
  • LPL Financial first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2019 and held it in 16 quarters.
  • LPL Financial's SmileDirectClub, Inc. Class A Common Stock position peaked at $1.04M in Q4 2020.
  • 11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.