VFA
SDC

Valeo Financial Advisors’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Valeo Financial Advisors’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
-14,508
Closed -$6.02K – 735
2023
Q3 		$6.02K Hold
14,508
– – ﹤0.01% 615
2023
Q2 		$7.69K Hold
14,508
– – ﹤0.01% 589
2023
Q1 		$6.24K Hold
14,508
– – ﹤0.01% 612
2022
Q4 		$5.11K Buy
+14,508
New +$9.56K ﹤0.01% 539
2021
Q2 		– Sell
-7,900
Closed -$81K – 1980
2021
Q1 		$81K Buy
7,900
+1,768
+29% +$20.9K ﹤0.01% 691
2020
Q4 		$73K Buy
6,132
+3,232
+111% +$36.6K ﹤0.01% 658
2020
Q3 		$34K Sell
2,900
-3,317
-53% -$30.5K ﹤0.01% 778
2020
Q2 		$49K Buy
6,217
+3,317
+114% +$22.5K ﹤0.01% 742
2020
Q1 		$13K Buy
2,900
+200
+7% +$1.97K ﹤0.01% 1016
2019
Q4 		$24K Buy
2,700
+1,450
+116% +$14.5K ﹤0.01% 879
2019
Q3 		$17K Buy
+1,250
New +$20.9K ﹤0.01% 898

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

Valeo Financial Advisors's SDC Position: Q4 2023 in Review

Valeo Financial Advisors sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 14,508 shares — an estimated $6.02K sold.

Valeo Financial Advisors first reported a position in SDC in Q3 2019 and held it in 11 quarters. The position peaked at $81K in Q1 2021. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

  • Valeo Financial Advisors reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 14,508 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $6.02K.
  • Valeo Financial Advisors first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 11 quarters.
  • Valeo Financial Advisors's SmileDirectClub, Inc. Class A Common Stock position peaked at $81K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Valeo Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.