TFS
SDC

TrustCore Financial Services’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

TrustCore Financial Services’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
2020
Q2 		– Sell
-89
Closed – – 970
2020
Q1 		$0 Buy
+89
New +$877 ﹤0.01% 979
2019
Q4 		– Sell
-1,200
Closed -$17K – 989
2019
Q3 		$17K Buy
+1,200
New +$20K ﹤0.01% 553

Other funds holding SDC

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrustCore Financial Services's SDC Position: Q2 2020 in Review

TrustCore Financial Services sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q2 2020, closing a stake of 89 shares.

TrustCore Financial Services first reported a position in SDC in Q3 2019 and held it in 2 quarters. The position peaked at $17K in Q3 2019. 140 funds tracked by Wall St. Rank hold SDC as of Q2 2020.

  • TrustCore Financial Services reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q2 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 89 SmileDirectClub, Inc. Class A Common Stock shares in Q2 2020.
  • TrustCore Financial Services first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 2 quarters.
  • TrustCore Financial Services's SmileDirectClub, Inc. Class A Common Stock position peaked at $17K in Q3 2019.
  • 140 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q2 2020.

Based on TrustCore Financial Services's 13F filing for Q2 2020, filed 29 Jul 2020.