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Global Financial Private Client’s Simply Good Foods SMPL Stock Holding History

Global Financial Private Client’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
-12
Closed -$414 – 1372
2025
Q1 		$414 Buy
12
+7
+140% +$253 ﹤0.01% 1352
2024
Q4 		$195 Buy
+5
New +$183 ﹤0.01% 1279

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

Global Financial Private Client's SMPL Position: Q2 2025 in Review

Global Financial Private Client sold out of Simply Good Foods (SMPL) in Q2 2025, closing a stake of 12 shares — an estimated $414 sold.

Global Financial Private Client first reported a position in SMPL in Q4 2024 and held it in 2 quarters. The position peaked at $414 in Q1 2025. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

  • Global Financial Private Client reported no remaining Simply Good Foods position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 12 Simply Good Foods shares in Q2 2025, an estimated $414.
  • Global Financial Private Client first reported a position in Simply Good Foods in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Simply Good Foods position peaked at $414 in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.