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	–	909
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

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 $715M AUM 24.33% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return

Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 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 $223M AUM 23.08% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Plante Moran Financial Advisors's SDC Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 530 shares — an estimated $220 sold.

Plante Moran Financial Advisors first reported a position in SDC in Q4 2019 and held it in 16 quarters. The position peaked at $976K in Q2 2020. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

Plante Moran Financial Advisors reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 530 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $220.
Plante Moran Financial Advisors first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2019 and held it in 16 quarters.
Plante Moran Financial Advisors's SmileDirectClub, Inc. Class A Common Stock position peaked at $976K in Q2 2020.
11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.