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Gradient Investments’s Simply Good Foods SMPL Stock Holding History

Gradient Investments’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
2024
Q2 		– Sell
-10
Closed -$340 – 1467
2024
Q1 		$340 Sell
10
-1
-9% -$37 ﹤0.01% 1068
2023
Q4 		$436 Hold
11
– – ﹤0.01% 1628
2023
Q3 		$380 Hold
11
– – ﹤0.01% 1606
2023
Q2 		$402 Hold
11
– – ﹤0.01% 1567
2023
Q1 		$437 Hold
11
– – ﹤0.01% 1295
2022
Q4 		$418 Buy
+11
New +$406 ﹤0.01% 1319

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Gradient Investments's SMPL Position: Q2 2024 in Review

Gradient Investments sold out of Simply Good Foods (SMPL) in Q2 2024, closing a stake of 10 shares — an estimated $340 sold.

Gradient Investments first reported a position in SMPL in Q4 2022 and held it in 6 quarters. The position peaked at $437 in Q1 2023. 273 funds tracked by Wall St. Rank hold SMPL as of Q2 2024.

  • Gradient Investments reported no remaining Simply Good Foods position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 10 Simply Good Foods shares in Q2 2024, an estimated $340.
  • Gradient Investments first reported a position in Simply Good Foods in Q4 2022 and held it in 6 quarters.
  • Gradient Investments's Simply Good Foods position peaked at $437 in Q1 2023.
  • 273 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.