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BCS Private Wealth Management’s Simply Good Foods SMPL Stock Holding History

BCS Private 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
2025
Q3 		– Sell
-8,495
Closed -$268K – 180
2025
Q2 		$268K Buy
+8,495
New +$295K 0.1% 142

Other funds holding SMPL

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCS Private Wealth Management's SMPL Position: Q3 2025 in Review

BCS Private Wealth Management sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 8,495 shares — an estimated $268K sold.

BCS Private Wealth Management first reported a position in SMPL in Q2 2025 and held it in 1 quarter. The position peaked at $268K in Q2 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

  • BCS Private Wealth Management reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
  • BCS Private Wealth Management sold 8,495 Simply Good Foods shares in Q3 2025, an estimated $268K.
  • BCS Private Wealth Management first reported a position in Simply Good Foods in Q2 2025 and held it in 1 quarter.
  • BCS Private Wealth Management's Simply Good Foods position peaked at $268K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on BCS Private Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.