SIAP
SDC

Sterling Investment Advisors (Pennsylvania)’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-500
Closed -$1K – 563
2022
Q2 		$1K Buy
+500
New +$809 ﹤0.01% 544

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SDC Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q3 2022, closing a stake of 500 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SDC in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 106 funds tracked by Wall St. Rank hold SDC as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 500 SmileDirectClub, Inc. Class A Common Stock shares in Q3 2022, an estimated $1K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q2 2022 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s SmileDirectClub, Inc. Class A Common Stock position peaked at $1K in Q2 2022.
  • 106 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.