NewEdge Advisors’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

NewEdge 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
2023 Q4	–	Sell	-57,750	Closed	-$24K	–	3927
2023 Q3	$24K	Buy	57,750 +2,750	+5%	+$1.57K	﹤0.01%	2334
2023 Q2	$29.1K	Sell	55,000 -62	-0.1%	-$25	﹤0.01%	2272
2023 Q1	$23.7K	Buy	55,062 +50,000	+988%	+$25.6K	﹤0.01%	2280
2022 Q4	$1.78K	Buy	+5,062	New	+$3.34K	﹤0.01%	2873

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

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

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

NewEdge Advisors's SDC Position: Q4 2023 in Review

NewEdge Advisors sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 57,750 shares — an estimated $24K sold.

NewEdge Advisors first reported a position in SDC in Q4 2022 and held it in 4 quarters. The position peaked at $29.1K in Q2 2023. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

NewEdge Advisors reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
NewEdge Advisors sold 57,750 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $24K.
NewEdge Advisors first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2022 and held it in 4 quarters.
NewEdge Advisors's SmileDirectClub, Inc. Class A Common Stock position peaked at $29.1K in Q2 2023.
11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.