Plante Moran Financial Advisors’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Plante Moran Financial 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	-530	Closed	-$220	–	945
2023 Q3	$220	Hold	530	–	–	﹤0.01%	726
2023 Q2	$281	Hold	530	–	–	﹤0.01%	759
2023 Q1	$228	Hold	530	–	–	﹤0.01%	761
2022 Q4	$187	Sell	530 -55,635	-99%	-$36.7K	﹤0.01%	814
2022 Q3	$51K	Hold	56,165	–	–	0.01%	303
2022 Q2	$58K	Hold	56,165	–	–	0.01%	293
2022 Q1	$145K	Sell	56,165 -31,074	-36%	-$72.1K	0.03%	193
2021 Q4	$205K	Buy	87,239 +16,040	+23%	+$67K	0.03%	177
2021 Q3	$379K	Buy	71,199 +44,650	+168%	+$277K	0.08%	120
2021 Q2	$230K	Hold	26,549	–	–	0.06%	157
2021 Q1	$274K	Sell	26,549 -5,000	-16%	-$59.2K	0.07%	136
2020 Q4	$377K	Hold	31,549	–	–	0.12%	107
2020 Q3	$368K	Sell	31,549 -92,000	-74%	-$845K	0.13%	91
2020 Q2	$976K	Buy	123,549 +122,558	+12,367%	+$832K	0.39%	38
2020 Q1	$5K	Buy	991 +77	+8%	+$759	﹤0.01%	584
2019 Q4	$8K	Buy	+914	New	+$9.14K	﹤0.01%	579

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Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.01B AUM 38.1% 1-Year Est. Return

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

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

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $443M AUM 14.48% 1-Year Est. Return