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Baker Tilly Wealth Management’s Simply Good Foods SMPL Stock Holding History

Baker Tilly Wealth Management’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
2023
Q2 		– Sell
-5,682
Closed -$226K – 572
2023
Q1 		$226K Buy
+5,682
New +$210K 0.03% 501

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T. Rowe Price Investment Management
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State Street
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SAM
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Baker Tilly Wealth Management's SMPL Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of Simply Good Foods (SMPL) in Q2 2023, closing a stake of 5,682 shares — an estimated $226K sold.

Baker Tilly Wealth Management first reported a position in SMPL in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 246 funds tracked by Wall St. Rank hold SMPL as of Q2 2023.

  • Baker Tilly Wealth Management reported no remaining Simply Good Foods position as of Q2 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,682 Simply Good Foods shares in Q2 2023, an estimated $226K.
  • Baker Tilly Wealth Management first reported a position in Simply Good Foods in Q1 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Simply Good Foods position peaked at $226K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.