PFO
SDC

Pathstone Family Office’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-1,056
Closed -$13K – 1413
2020
Q4 		$13K Buy
1,056
+56
+6% +$634 ﹤0.01% 832
2020
Q3 		$12K Buy
+1,000
New +$9.19K ﹤0.01% 582

Other funds holding SDC

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pathstone Family Office's SDC Position: Q1 2021 in Review

Pathstone Family Office sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q1 2021, closing a stake of 1,056 shares — an estimated $13K sold.

Pathstone Family Office first reported a position in SDC in Q3 2020 and held it in 2 quarters. The position peaked at $13K in Q4 2020. 168 funds tracked by Wall St. Rank hold SDC as of Q1 2021.

  • Pathstone Family Office reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 1,056 SmileDirectClub, Inc. Class A Common Stock shares in Q1 2021, an estimated $13K.
  • Pathstone Family Office first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2020 and held it in 2 quarters.
  • Pathstone Family Office's SmileDirectClub, Inc. Class A Common Stock position peaked at $13K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.