Signature Wealth Management Partners’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Signature Wealth Management Partners’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	-19,300	Closed	-$10.2K	–	102
2023 Q2	$10.2K	Hold	19,300	–	–	0.01%	98
2023 Q1	$8.3K	Hold	19,300	–	–	0.01%	107
2022 Q4	$6.8K	Hold	19,300	–	–	0.01%	101
2022 Q3	$17K	Hold	19,300	–	–	0.02%	100
2022 Q2	$20K	Buy	+19,300	New	+$31.2K	0.02%	106
2022 Q1	–	Sell	-19,300	Closed	-$45K	–	122
2021 Q4	$45K	Sell	19,300 -1,200	-6%	-$5.01K	0.04%	109
2021 Q3	$109K	Sell	20,500 -3,000	-13%	-$18.6K	0.1%	107
2021 Q2	$204K	Hold	23,500	–	–	0.19%	102
2021 Q1	$242K	Sell	23,500 -1,030	-4%	-$12.2K	0.23%	88
2020 Q4	$293K	Buy	+24,530	New	+$278K	0.29%	71

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 $8.93B AUM 25.13% 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

Signature Wealth Management Partners's SDC Position: Q3 2023 in Review

Signature Wealth Management Partners sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q3 2023, closing a stake of 19,300 shares — an estimated $10.2K sold.

Signature Wealth Management Partners first reported a position in SDC in Q4 2020 and held it in 10 quarters. The position peaked at $293K in Q4 2020. 82 funds tracked by Wall St. Rank hold SDC as of Q3 2023.

Signature Wealth Management Partners reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 19,300 SmileDirectClub, Inc. Class A Common Stock shares in Q3 2023, an estimated $10.2K.
Signature Wealth Management Partners first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2020 and held it in 10 quarters.
Signature Wealth Management Partners's SmileDirectClub, Inc. Class A Common Stock position peaked at $293K in Q4 2020.
82 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q3 2023.

Based on Signature Wealth Management Partners's 13F filing for Q3 2023, filed 24 Oct 2023.