Corient Private Wealth
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Corient Private Wealth’s Simply Good Foods SMPL Stock Holding History

Corient Private Wealth’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 		$470K Buy
2025
Q1 		$511K Sell
2024
Q4 		$596K Sell
2024
Q3 		$533K Sell
2024
Q2 		$735K Sell
2024
Q1 		$815K Buy
2023
Q4 		$241K Buy
2023
Q3 		$202K Buy