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Benjamin Edwards Inc’s Simply Good Foods SMPL Stock Holding History

Benjamin Edwards Inc’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
Q3 		– Sell
-16
Closed -$1K – 1188
2024
Q2 		$1K Buy
+16
New +$572 ﹤0.01% 703

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CIP
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Benjamin Edwards Inc's SMPL Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of Simply Good Foods (SMPL) in Q3 2024, closing a stake of 16 shares — an estimated $1K sold.

Benjamin Edwards Inc first reported a position in SMPL in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 272 funds tracked by Wall St. Rank hold SMPL as of Q3 2024.

  • Benjamin Edwards Inc reported no remaining Simply Good Foods position as of Q3 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 16 Simply Good Foods shares in Q3 2024, an estimated $1K.
  • Benjamin Edwards Inc first reported a position in Simply Good Foods in Q2 2024 and held it in 1 quarter.
  • Benjamin Edwards Inc's Simply Good Foods position peaked at $1K in Q2 2024.
  • 272 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.