NC
SDC

NewSquare Capital’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

NewSquare Capital’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
Q2 		– Sell
-4,800
Closed -$2.06K – 952
2023
Q1 		$2.06K Buy
+4,800
New +$2.46K ﹤0.01% 567

Other funds holding SDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewSquare Capital's SDC Position: Q2 2023 in Review

NewSquare Capital sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q2 2023, closing a stake of 4,800 shares — an estimated $2.06K sold.

NewSquare Capital first reported a position in SDC in Q1 2023 and held it in 1 quarter. The position peaked at $2.06K in Q1 2023. 90 funds tracked by Wall St. Rank hold SDC as of Q2 2023.

  • NewSquare Capital reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • NewSquare Capital sold 4,800 SmileDirectClub, Inc. Class A Common Stock shares in Q2 2023, an estimated $2.06K.
  • NewSquare Capital first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q1 2023 and held it in 1 quarter.
  • NewSquare Capital's SmileDirectClub, Inc. Class A Common Stock position peaked at $2.06K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q2 2023.

Based on NewSquare Capital's 13F filing for Q2 2023, filed 3 Aug 2023.