AWE
SMPL icon

Avidian Wealth Enterprises’s Simply Good Foods SMPL Stock Holding History

Avidian Wealth Enterprises’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
2019
Q4 		– Sell
-16,926
Closed -$491K – 237
2019
Q3 		$491K Sell
16,926
-8,487
-33% -$237K 0.08% 100
2019
Q2 		$612K Sell
25,413
-659
-3% -$14.9K 0.14% 57
2019
Q1 		$537K Buy
+26,072
New +$521K 0.12% 59

Other funds holding SMPL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Avidian Wealth Enterprises's SMPL Position: Q4 2019 in Review

Avidian Wealth Enterprises sold out of Simply Good Foods (SMPL) in Q4 2019, closing a stake of 16,926 shares — an estimated $491K sold.

Avidian Wealth Enterprises first reported a position in SMPL in Q1 2019 and held it in 3 quarters. The position peaked at $612K in Q2 2019. 200 funds tracked by Wall St. Rank hold SMPL as of Q4 2019.

  • Avidian Wealth Enterprises reported no remaining Simply Good Foods position as of Q4 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 16,926 Simply Good Foods shares in Q4 2019, an estimated $491K.
  • Avidian Wealth Enterprises first reported a position in Simply Good Foods in Q1 2019 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Simply Good Foods position peaked at $612K in Q2 2019.
  • 200 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2019, filed 13 Feb 2020.