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Concord Wealth Partners’s Simply Good Foods SMPL Stock Holding History

Concord Wealth Partners’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
2021
Q1 		– Sell
-86
Closed -$3K – 1058
2020
Q4 		$3K Buy
+86
New +$2K ﹤0.01% 496

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Concord Wealth Partners's SMPL Position: Q1 2021 in Review

Concord Wealth Partners sold out of Simply Good Foods (SMPL) in Q1 2021, closing a stake of 86 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in SMPL in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 206 funds tracked by Wall St. Rank hold SMPL as of Q1 2021.

  • Concord Wealth Partners reported no remaining Simply Good Foods position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 86 Simply Good Foods shares in Q1 2021, an estimated $3K.
  • Concord Wealth Partners first reported a position in Simply Good Foods in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's Simply Good Foods position peaked at $3K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.