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Alliance Wealth Advisors (Utah)’s Simply Good Foods SMPL Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,569
Closed -$436K – 295
2025
Q3 		$436K Buy
17,569
+1,062
+6% +$31.4K 0.1% 189
2025
Q2 		$521K Buy
16,507
+295
+2% +$10.3K 0.13% 157
2025
Q1 		$559K Buy
16,212
+484
+3% +$17.5K 0.15% 151
2024
Q4 		$613K Buy
15,728
+999
+7% +$36.6K 0.16% 143
2024
Q3 		$512K Buy
14,729
+951
+7% +$32.2K 0.13% 150
2024
Q2 		$498K Buy
13,778
+940
+7% +$33.6K 0.15% 137
2024
Q1 		$437K Buy
12,838
+1,628
+15% +$60K 0.13% 155
2023
Q4 		$444K Buy
11,210
+394
+4% +$14.7K 0.15% 146
2023
Q3 		$373K Buy
10,816
+1,978
+22% +$71.1K 0.14% 153
2023
Q2 		$323K Buy
8,838
+933
+12% +$34.3K 0.12% 168
2023
Q1 		$314K Buy
7,905
+516
+7% +$19.1K 0.13% 168
2022
Q4 		$281K Buy
+7,389
New +$273K 0.13% 166

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SMPL Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 17,569 shares — an estimated $436K sold.

Alliance Wealth Advisors (Utah) first reported a position in SMPL in Q4 2022 and held it in 12 quarters. The position peaked at $613K in Q4 2024. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 17,569 Simply Good Foods shares in Q4 2025, an estimated $436K.
  • Alliance Wealth Advisors (Utah) first reported a position in Simply Good Foods in Q4 2022 and held it in 12 quarters.
  • Alliance Wealth Advisors (Utah)'s Simply Good Foods position peaked at $613K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.