Sigma Planning Corp’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Sigma Planning Corp’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	-26,315	Closed	-$13.9K	–	1315
2023 Q2	$13.9K	Sell	26,315 -2,869	-10%	-$1.17K	﹤0.01%	1189
2023 Q1	$12.5K	Sell	29,184 -100	-0.3%	-$51	﹤0.01%	1287
2022 Q4	$10.3K	Hold	29,284	–	–	﹤0.01%	1246
2022 Q3	$27K	Hold	29,284	–	–	﹤0.01%	1239
2022 Q2	$30K	Buy	29,284 +250	+0.9%	+$405	﹤0.01%	1265
2022 Q1	$75K	Buy	+29,034	New	+$67.4K	﹤0.01%	1322
2020 Q1	–	Sell	-13,425	Closed	-$117K	–	1131
2019 Q4	$117K	Buy	+13,425	New	+$134K	﹤0.01%	1003

Other funds holding SDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sigma Planning Corp's SDC Position: Q3 2023 in Review

Sigma Planning Corp sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q3 2023, closing a stake of 26,315 shares — an estimated $13.9K sold.

Sigma Planning Corp first reported a position in SDC in Q4 2019 and held it in 7 quarters. The position peaked at $117K in Q4 2019. 82 funds tracked by Wall St. Rank hold SDC as of Q3 2023.

Sigma Planning Corp reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 26,315 SmileDirectClub, Inc. Class A Common Stock shares in Q3 2023, an estimated $13.9K.
Sigma Planning Corp first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2019 and held it in 7 quarters.
Sigma Planning Corp's SmileDirectClub, Inc. Class A Common Stock position peaked at $117K in Q4 2019.
82 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.