Safeguard Financial’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Safeguard Financial’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
2024 Q1	–	Sell	-11,500	Closed	-$69	–	86
2023 Q4	$69	Hold	11,500	–	–	﹤0.01%	79
2023 Q3	$4.77K	Hold	11,500	–	–	﹤0.01%	72
2023 Q2	$6K	Hold	11,500	–	–	﹤0.01%	388
2023 Q1	$5K	Buy	+11,500	New	+$5.89K	﹤0.01%	70

Other funds holding SDC

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

FNT

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

RFG

RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return

OPTFSNA

Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return

Safeguard Financial's SDC Position: Q1 2024 in Review

Safeguard Financial sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q1 2024, closing a stake of 11,500 shares — an estimated $69 sold.

Safeguard Financial first reported a position in SDC in Q1 2023 and held it in 4 quarters. The position peaked at $6K in Q2 2023. 5 funds tracked by Wall St. Rank hold SDC as of Q1 2024.

Safeguard Financial reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
Safeguard Financial sold 11,500 SmileDirectClub, Inc. Class A Common Stock shares in Q1 2024, an estimated $69.
Safeguard Financial first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q1 2023 and held it in 4 quarters.
Safeguard Financial's SmileDirectClub, Inc. Class A Common Stock position peaked at $6K in Q2 2023.
5 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q1 2024.

Based on Safeguard Financial's 13F filing for Q1 2024, filed 10 Apr 2024.