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Avion Wealth’s Simply Good Foods SMPL Stock Holding History

Avion Wealth’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
2026
Q1 		$0 Sell
33
-79
-71% -$1.36K ﹤0.01% 1575
2025
Q4 		$2K Buy
+112
New +$2.33K ﹤0.01% 921
2023
Q4 		– Sell
-14
Closed – – 1320
2023
Q3 		$0 Buy
+14
New +$504 ﹤0.01% 1163

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avion Wealth's SMPL Position: Q1 2026 in Review

Avion Wealth reduced its Simply Good Foods (SMPL) stake by 71% in Q1 2026, selling an estimated $1.36K and leaving 33 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Avion Wealth first reported a position in SMPL in Q3 2023 and has held it in 3 quarters since. The position peaked at $2K in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Avion Wealth held 33 shares of Simply Good Foods worth $0 as of Q1 2026.
  • Avion Wealth sold 79 Simply Good Foods shares in Q1 2026, an estimated $1.36K.
  • Simply Good Foods made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1575 holding.
  • Avion Wealth first reported a position in Simply Good Foods in Q3 2023 and has held it in 3 quarters since.
  • Avion Wealth's Simply Good Foods position peaked at $2K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.