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Benjamin F. Edwards & Company’s Simply Good Foods SMPL Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$4K Hold
116
– – ﹤0.01% 1958
2024
Q1 		$4K Hold
116
– – ﹤0.01% 1930
2023
Q4 		$5K Buy
+116
New +$4.33K ﹤0.01% 1868

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Benjamin F. Edwards & Company's SMPL Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Simply Good Foods (SMPL) position steady in Q2 2024 at 116 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Benjamin F. Edwards & Company first reported a position in SMPL in Q4 2023 and has held it in 3 quarters since. The position peaked at $5K in Q4 2023. 274 funds tracked by Wall St. Rank hold SMPL as of Q2 2024.

  • Benjamin F. Edwards & Company held 116 shares of Simply Good Foods worth $4K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Simply Good Foods share count unchanged in Q2 2024.
  • Simply Good Foods made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1958 holding.
  • Benjamin F. Edwards & Company first reported a position in Simply Good Foods in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Simply Good Foods position peaked at $5K in Q4 2023.
  • 274 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.