SWP
SDC

Strategic Wealth Partners’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Strategic Wealth Partners’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
Q3 		– Sell
-46,358
Closed -$402K – 247
2021
Q2 		$402K Buy
+46,358
New +$427K 0.13% 172

Other funds holding SDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

Strategic Wealth Partners's SDC Position: Q3 2021 in Review

Strategic Wealth Partners sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q3 2021, closing a stake of 46,358 shares — an estimated $402K sold.

Strategic Wealth Partners first reported a position in SDC in Q2 2021 and held it in 1 quarter. The position peaked at $402K in Q2 2021. 149 funds tracked by Wall St. Rank hold SDC as of Q3 2021.

  • Strategic Wealth Partners reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q3 2021 after selling out during the quarter.
  • Strategic Wealth Partners sold 46,358 SmileDirectClub, Inc. Class A Common Stock shares in Q3 2021, an estimated $402K.
  • Strategic Wealth Partners first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q2 2021 and held it in 1 quarter.
  • Strategic Wealth Partners's SmileDirectClub, Inc. Class A Common Stock position peaked at $402K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q3 2021.

Based on Strategic Wealth Partners's 13F filing for Q3 2021, filed 12 Nov 2021.