BOK Financial’s Simply Good Foods SMPL Stock Holding History

BOK Financial’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 Q1	–	Sell	-68	Closed	-$2.69K	–	1319
2023 Q4	$2.69K	Buy	+68	New	+$2.54K	﹤0.01%	1085

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

CIP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial's SMPL Position: Q1 2024 in Review

BOK Financial sold out of Simply Good Foods (SMPL) in Q1 2024, closing a stake of 68 shares — an estimated $2.69K sold.

BOK Financial first reported a position in SMPL in Q4 2023 and held it in 1 quarter. The position peaked at $2.69K in Q4 2023. 290 funds tracked by Wall St. Rank hold SMPL as of Q1 2024.

BOK Financial reported no remaining Simply Good Foods position as of Q1 2024 after selling out during the quarter.
BOK Financial sold 68 Simply Good Foods shares in Q1 2024, an estimated $2.69K.
BOK Financial first reported a position in Simply Good Foods in Q4 2023 and held it in 1 quarter.
BOK Financial's Simply Good Foods position peaked at $2.69K in Q4 2023.
290 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2024.

Based on BOK Financial's 13F filing for Q1 2024, filed 15 May 2024.