SBIA
SDC

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

Sheaff Brock 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
Q3 		– Sell
-14,276
Closed -$7.57K – 498
2023
Q2 		$7.57K Sell
14,276
-16,000
-53% -$6.53K ﹤0.01% 488
2023
Q1 		$13K Buy
+30,276
New +$15.5K ﹤0.01% 512

Other funds holding SDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sheaff Brock Investment Advisors's SDC Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q3 2023, closing a stake of 14,276 shares — an estimated $7.57K sold.

Sheaff Brock Investment Advisors first reported a position in SDC in Q1 2023 and held it in 2 quarters. The position peaked at $13K in Q1 2023. 82 funds tracked by Wall St. Rank hold SDC as of Q3 2023.

  • Sheaff Brock Investment Advisors reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 14,276 SmileDirectClub, Inc. Class A Common Stock shares in Q3 2023, an estimated $7.57K.
  • Sheaff Brock Investment Advisors first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q1 2023 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's SmileDirectClub, Inc. Class A Common Stock position peaked at $13K in Q1 2023.
  • 82 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.