Steward Partners Investment Advisory’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-350	Closed	–	–	3477
2022 Q3	$0	Hold	350	–	–	﹤0.01%	3447
2022 Q2	$0	Sell	350 -28,500	-99%	-$46.1K	﹤0.01%	3426
2022 Q1	$75K	Hold	28,850	–	–	﹤0.01%	1720
2021 Q4	$68K	Sell	28,850 -5,610	-16%	-$23.4K	﹤0.01%	1758
2021 Q3	$183K	Sell	34,460 -540	-2%	-$3.35K	﹤0.01%	1307
2021 Q2	$304K	Buy	35,000 +26,800	+327%	+$247K	0.01%	1176
2021 Q1	$84.5K	Buy	8,200 +2,000	+32%	+$23.7K	﹤0.01%	1706
2020 Q4	$74K	Buy	6,200 +4,900	+377%	+$55.5K	﹤0.01%	1490
2020 Q3	$15K	Sell	1,300 -200	-13%	-$1.84K	﹤0.01%	1999
2020 Q2	$12K	Buy	+1,500	New	+$10.2K	﹤0.01%	1984

Other funds holding SDC

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 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Steward Partners Investment Advisory's SDC Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2022, closing a stake of 350 shares.

Steward Partners Investment Advisory first reported a position in SDC in Q2 2020 and held it in 10 quarters. The position peaked at $304K in Q2 2021. 103 funds tracked by Wall St. Rank hold SDC as of Q4 2022.

Steward Partners Investment Advisory reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 350 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2022.
Steward Partners Investment Advisory first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q2 2020 and held it in 10 quarters.
Steward Partners Investment Advisory's SmileDirectClub, Inc. Class A Common Stock position peaked at $304K in Q2 2021.
103 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.