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

Sequoia 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	-25,000	Closed	-$10.4K	–	1252
2023 Q3	$10.4K	Hold	25,000	–	–	﹤0.01%	961
2023 Q2	$13.3K	Hold	25,000	–	–	﹤0.01%	965
2023 Q1	$10.8K	Hold	25,000	–	–	﹤0.01%	838
2022 Q4	$8.8K	Buy	+25,000	New	+$16.5K	﹤0.01%	805
2022 Q2	–	Sell	-25,000	Closed	-$65K	–	697
2022 Q1	$65K	Buy	25,000 +15,000	+150%	+$34.8K	﹤0.01%	658
2021 Q4	$24K	Hold	10,000	–	–	﹤0.01%	592
2021 Q3	$53K	Hold	10,000	–	–	0.01%	254
2021 Q2	$87K	Sell	10,000 -7,500	-43%	-$69.2K	﹤0.01%	467
2021 Q1	$180K	Hold	17,500	–	–	0.01%	424
2020 Q4	$209K	Buy	17,500 +5,000	+40%	+$56.6K	0.01%	389
2020 Q3	$146K	Hold	12,500	–	–	0.01%	371
2020 Q2	$99K	Sell	12,500 -12,500	-50%	-$84.8K	0.01%	359
2020 Q1	$117K	Buy	+25,000	New	+$246K	0.01%	343

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 $266M AUM 26.42% 1-Year Est. Return

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

FNT

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 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 $184M AUM 16.06% 1-Year Est. Return

APC

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

Sequoia Financial Advisors's SDC Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 25,000 shares — an estimated $10.4K sold.

Sequoia Financial Advisors first reported a position in SDC in Q1 2020 and held it in 13 quarters. The position peaked at $209K in Q4 2020. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

Sequoia Financial Advisors reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Sequoia Financial Advisors sold 25,000 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $10.4K.
Sequoia Financial Advisors first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q1 2020 and held it in 13 quarters.
Sequoia Financial Advisors's SmileDirectClub, Inc. Class A Common Stock position peaked at $209K in Q4 2020.
11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.