AWS
SMPL icon

Atria Wealth Solutions’s Simply Good Foods SMPL Stock Holding History

Atria Wealth Solutions’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
2024
Q1 		– Sell
-11,825
Closed -$468K – 2054
2023
Q4 		$468K Sell
11,825
-600
-5% -$22.4K 0.01% 1249
2023
Q3 		$429K Sell
12,425
-300
-2% -$10.8K 0.01% 1206
2023
Q2 		$466K Hold
12,725
– – 0.01% 1192
2023
Q1 		$506K Hold
12,725
– – 0.01% 1131
2022
Q4 		$484K Sell
12,725
-150
-1% -$5.54K 0.01% 1098
2022
Q3 		$412K Buy
+12,875
New +$422K 0.01% 1138
2022
Q2 		– Sell
-6,850
Closed -$260K – 1868
2022
Q1 		$260K Buy
+6,850
New +$256K ﹤0.01% 1399

Other funds holding SMPL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return