SWM
SDC

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

Spire Wealth Management’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
2022
Q2 		– Sell
-6,900
Closed -$18K – 2873
2022
Q1 		$18K Buy
+6,900
New +$16K ﹤0.01% 1863
2021
Q4 		– Sell
-4,100
Closed -$22K – 3020
2021
Q3 		$22K Buy
+4,100
New +$25.5K ﹤0.01% 1828

Other funds holding SDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Spire Wealth Management's SDC Position: Q2 2022 in Review

Spire Wealth Management sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q2 2022, closing a stake of 6,900 shares — an estimated $18K sold.

Spire Wealth Management first reported a position in SDC in Q3 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 120 funds tracked by Wall St. Rank hold SDC as of Q2 2022.

  • Spire Wealth Management reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
  • Spire Wealth Management sold 6,900 SmileDirectClub, Inc. Class A Common Stock shares in Q2 2022, an estimated $18K.
  • Spire Wealth Management first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2021 and held it in 2 quarters.
  • Spire Wealth Management's SmileDirectClub, Inc. Class A Common Stock position peaked at $22K in Q3 2021.
  • 120 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.