SIA
SDC

Schechter Investment Advisors’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Schechter Investment 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
-105,994
Closed -$44K – 711
2023
Q3 		$44K Hold
105,994
– – ﹤0.01% 579
2023
Q2 		$56.2K Hold
105,994
– – 0.01% 617
2023
Q1 		$45.6K Sell
105,994
-2,248
-2% -$1.15K ﹤0.01% 656
2022
Q4 		$38.1K Buy
108,242
+22,575
+26% +$14.9K ﹤0.01% 810
2022
Q3 		$78K Sell
85,667
-12,250
-13% -$14.9K 0.01% 907
2022
Q2 		$102K Sell
97,917
-3,997
-4% -$6.47K 0.01% 908
2022
Q1 		$264K Sell
101,914
-43,525
-30% -$101K 0.02% 753
2021
Q4 		$342K Buy
+145,439
New +$608K 0.03% 640

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 $629M AUM 20.47% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
SF
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Schechter Investment Advisors's SDC Position: Q4 2023 in Review

Schechter Investment Advisors sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 105,994 shares — an estimated $44K sold.

Schechter Investment Advisors first reported a position in SDC in Q4 2021 and held it in 8 quarters. The position peaked at $342K in Q4 2021. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

  • Schechter Investment Advisors reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 105,994 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $44K.
  • Schechter Investment Advisors first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2021 and held it in 8 quarters.
  • Schechter Investment Advisors's SmileDirectClub, Inc. Class A Common Stock position peaked at $342K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.