Mount Yale Investment Advisors’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Mount Yale Investment 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
2021 Q3	–	Sell	-14,702	Closed	-$128K	–	493
2021 Q2	$128K	Buy	14,702 +4,330	+42%	+$39.9K	0.02%	419
2021 Q1	$107K	Buy	+10,372	New	+$123K	0.01%	406

Other funds holding SDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

Mount Yale Investment Advisors's SDC Position: Q3 2021 in Review

Mount Yale Investment Advisors sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q3 2021, closing a stake of 14,702 shares — an estimated $128K sold.

Mount Yale Investment Advisors first reported a position in SDC in Q1 2021 and held it in 2 quarters. The position peaked at $128K in Q2 2021. 149 funds tracked by Wall St. Rank hold SDC as of Q3 2021.

Mount Yale Investment Advisors reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 14,702 SmileDirectClub, Inc. Class A Common Stock shares in Q3 2021, an estimated $128K.
Mount Yale Investment Advisors first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q1 2021 and held it in 2 quarters.
Mount Yale Investment Advisors's SmileDirectClub, Inc. Class A Common Stock position peaked at $128K in Q2 2021.
149 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q3 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.