SWP
SDC

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

Stratos 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
2023
Q4 		– Sell
-15,660
Closed -$6.5K – 1440
2023
Q3 		$6.5K Hold
15,660
– – ﹤0.01% 1279
2023
Q2 		$8.3K Hold
15,660
– – ﹤0.01% 1189
2023
Q1 		$6.73K Hold
15,660
– – ﹤0.01% 1124
2022
Q4 		$5.51K Hold
15,660
– – ﹤0.01% 1133
2022
Q3 		$14K Hold
15,660
– – ﹤0.01% 1112
2022
Q2 		$16K Buy
15,660
+4,500
+40% +$7.28K ﹤0.01% 1181
2022
Q1 		$29K Sell
11,160
-8,000
-42% -$18.6K ﹤0.01% 1254
2021
Q4 		$45K Buy
19,160
+8,725
+84% +$36.5K ﹤0.01% 1241
2021
Q3 		$56K Buy
+10,435
New +$64.8K ﹤0.01% 1163

Other funds holding SDC

BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Stratos Wealth Partners's SDC Position: Q4 2023 in Review

Stratos Wealth Partners sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 15,660 shares — an estimated $6.5K sold.

Stratos Wealth Partners first reported a position in SDC in Q3 2021 and held it in 9 quarters. The position peaked at $56K in Q3 2021. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

  • Stratos Wealth Partners reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 15,660 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $6.5K.
  • Stratos Wealth Partners first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2021 and held it in 9 quarters.
  • Stratos Wealth Partners's SmileDirectClub, Inc. Class A Common Stock position peaked at $56K in Q3 2021.
  • 11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.