Bogart Wealth LLC’s Simply Good Foods SMPL Stock Holding History

Bogart Wealth LLC’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 Q1	–	Sell	-25	Closed	-$951	–	1194
2022 Q4	$951	Buy	+25	New	+$923	﹤0.01%	863

Other funds holding SMPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bogart Wealth LLC's SMPL Position: Q1 2023 in Review

Bogart Wealth LLC sold out of Simply Good Foods (SMPL) in Q1 2023, closing a stake of 25 shares — an estimated $951 sold.

Bogart Wealth LLC first reported a position in SMPL in Q4 2022 and held it in 1 quarter. The position peaked at $951 in Q4 2022. 241 funds tracked by Wall St. Rank hold SMPL as of Q1 2023.

Bogart Wealth LLC reported no remaining Simply Good Foods position as of Q1 2023 after selling out during the quarter.
Bogart Wealth LLC sold 25 Simply Good Foods shares in Q1 2023, an estimated $951.
Bogart Wealth LLC first reported a position in Simply Good Foods in Q4 2022 and held it in 1 quarter.
Bogart Wealth LLC's Simply Good Foods position peaked at $951 in Q4 2022.
241 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2023.

Based on Bogart Wealth LLC's 13F filing for Q1 2023, filed 21 Apr 2023.