TWD
SDC

True Wealth Design’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

True Wealth Design’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
Q2 		– Sell
-11,705
Closed -$5.03K – 886
2023
Q1 		$5.03K Hold
11,705
– – ﹤0.01% 278
2022
Q4 		$4.12K Buy
+11,705
New +$7.72K ﹤0.01% 262

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

True Wealth Design's SDC Position: Q2 2023 in Review

True Wealth Design sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q2 2023, closing a stake of 11,705 shares — an estimated $5.03K sold.

True Wealth Design first reported a position in SDC in Q4 2022 and held it in 2 quarters. The position peaked at $5.03K in Q1 2023. 90 funds tracked by Wall St. Rank hold SDC as of Q2 2023.

  • True Wealth Design reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • True Wealth Design sold 11,705 SmileDirectClub, Inc. Class A Common Stock shares in Q2 2023, an estimated $5.03K.
  • True Wealth Design first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
  • True Wealth Design's SmileDirectClub, Inc. Class A Common Stock position peaked at $5.03K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q2 2023.

Based on True Wealth Design's 13F filing for Q2 2023, filed 14 Aug 2023.