PS
SDC

Planned Solutions’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Planned Solutions’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
-500
Closed -$6K – 443
2020
Q4 		$6K Buy
+500
New +$5.66K ﹤0.01% 375

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

Planned Solutions's SDC Position: Q1 2021 in Review

Planned Solutions sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q1 2021, closing a stake of 500 shares — an estimated $6K sold.

Planned Solutions first reported a position in SDC in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 168 funds tracked by Wall St. Rank hold SDC as of Q1 2021.

  • Planned Solutions reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 500 SmileDirectClub, Inc. Class A Common Stock shares in Q1 2021, an estimated $6K.
  • Planned Solutions first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2020 and held it in 1 quarter.
  • Planned Solutions's SmileDirectClub, Inc. Class A Common Stock position peaked at $6K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.