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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 $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's SMPL Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Simply Good Foods (SMPL) in Q1 2024, closing a stake of 11,825 shares — an estimated $468K sold.

Atria Wealth Solutions first reported a position in SMPL in Q1 2022 and held it in 7 quarters. The position peaked at $506K in Q1 2023. 290 funds tracked by Wall St. Rank hold SMPL as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Simply Good Foods position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,825 Simply Good Foods shares in Q1 2024, an estimated $468K.
  • Atria Wealth Solutions first reported a position in Simply Good Foods in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Simply Good Foods position peaked at $506K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.