SFS
SDC

Sowell Financial Services’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-6,396
Closed -$53K – 2972
2021
Q1 		$53K Sell
6,396
-572
-8% -$6.78K ﹤0.01% 1638
2020
Q4 		$83K Sell
6,968
-1,574
-18% -$17.8K ﹤0.01% 1223
2020
Q3 		$100K Sell
8,542
-9,851
-54% -$90.5K 0.01% 975
2020
Q2 		$145K Buy
18,393
+18,343
+36,686% +$124K 0.01% 848
2020
Q1 		$0 Buy
+50
New +$493 ﹤0.01% 2775

Other funds holding SDC

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
6CM
683 Capital Management New York $1.08B AUM 85.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $44.2M AUM 2.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return