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Cooper/Haims Advisors’s Simply Good Foods SMPL Stock Holding History

Cooper/Haims Advisors’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
2022
Q1 		– Sell
-5,000
Closed -$208K – 87
2021
Q4 		$208K Buy
+5,000
New +$191K 0.13% 74

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State Street
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Loomis, Sayles & Company
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SAM
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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Cooper/Haims Advisors's SMPL Position: Q1 2022 in Review

Cooper/Haims Advisors sold out of Simply Good Foods (SMPL) in Q1 2022, closing a stake of 5,000 shares — an estimated $208K sold.

Cooper/Haims Advisors first reported a position in SMPL in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 235 funds tracked by Wall St. Rank hold SMPL as of Q1 2022.

  • Cooper/Haims Advisors reported no remaining Simply Good Foods position as of Q1 2022 after selling out during the quarter.
  • Cooper/Haims Advisors sold 5,000 Simply Good Foods shares in Q1 2022, an estimated $208K.
  • Cooper/Haims Advisors first reported a position in Simply Good Foods in Q4 2021 and held it in 1 quarter.
  • Cooper/Haims Advisors's Simply Good Foods position peaked at $208K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2022.

Based on Cooper/Haims Advisors's 13F filing for Q1 2022, filed 9 May 2022.