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Creative Financial Designs’s Simply Good Foods SMPL Stock Holding History

Creative Financial Designs’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 		– Sell
-26
Closed -$897 – 2149
2025
Q1 		$897 Buy
+26
New +$941 ﹤0.01% 1805

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 $13.1B AUM 24.63% 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

Creative Financial Designs's SMPL Position: Q2 2025 in Review

Creative Financial Designs sold out of Simply Good Foods (SMPL) in Q2 2025, closing a stake of 26 shares — an estimated $897 sold.

Creative Financial Designs first reported a position in SMPL in Q1 2025 and held it in 1 quarter. The position peaked at $897 in Q1 2025. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

  • Creative Financial Designs reported no remaining Simply Good Foods position as of Q2 2025 after selling out during the quarter.
  • Creative Financial Designs sold 26 Simply Good Foods shares in Q2 2025, an estimated $897.
  • Creative Financial Designs first reported a position in Simply Good Foods in Q1 2025 and held it in 1 quarter.
  • Creative Financial Designs's Simply Good Foods position peaked at $897 in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.