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	–	2966
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%	2764

Other funds holding SDC

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

PCM

Prentice Capital Management Greenwich, Connecticut $52.9M AUM 2.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sowell Financial Services's SDC Position: Q2 2021 in Review

Sowell Financial Services sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q2 2021, closing a stake of 6,396 shares — an estimated $53K sold.

Sowell Financial Services first reported a position in SDC in Q1 2020 and held it in 5 quarters. The position peaked at $145K in Q2 2020. 159 funds tracked by Wall St. Rank hold SDC as of Q2 2021.

Sowell Financial Services reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 6,396 SmileDirectClub, Inc. Class A Common Stock shares in Q2 2021, an estimated $53K.
Sowell Financial Services first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q1 2020 and held it in 5 quarters.
Sowell Financial Services's SmileDirectClub, Inc. Class A Common Stock position peaked at $145K in Q2 2020.
159 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.