CWM
SMPL icon

Congress Wealth Management’s Simply Good Foods SMPL Stock Holding History

Congress Wealth Management’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
2025
Q2 		$2.7M Buy
85,363
+3,398
+4% +$118K 0.03% 508
2025
Q1 		$2.83M Buy
81,965
+17,764
+28% +$643K 0.03% 430
2024
Q4 		$2.5M Buy
64,201
+4,508
+8% +$165K 0.03% 379
2024
Q3 		$2.08M Buy
59,693
+1,087
+2% +$36.8K 0.03% 421
2024
Q2 		$2.12M Sell
58,606
-140,248
-71% -$5.01M 0.03% 349
2024
Q1 		$6.77M Buy
198,854
+10,376
+6% +$382K 0.12% 198
2023
Q4 		$7.46M Buy
188,478
+10,174
+6% +$380K 0.14% 187
2023
Q3 		$6.16M Buy
178,304
+12,787
+8% +$460K 0.13% 190
2023
Q2 		$6.06M Buy
165,517
+2,789
+2% +$103K 0.14% 168
2023
Q1 		$6.47M Buy
162,728
+7,644
+5% +$282K 0.16% 161
2022
Q4 		$5.9M Buy
155,084
+1,531
+1% +$56.5K 0.15% 172
2022
Q3 		$4.91M Buy
153,553
+8,685
+6% +$285K 0.13% 183
2022
Q2 		$5.47M Buy
144,868
+19,436
+15% +$770K 0.14% 175
2022
Q1 		$4.76M Buy
125,432
+3,961
+3% +$148K 0.1% 213
2021
Q4 		$5.05M Buy
+121,471
New +$4.64M 0.1% 219

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return