IMA Advisory Services’s Simply Good Foods SMPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-3
Closed -$120 320
2023
Q1
$120 Hold
3
﹤0.01% 307
2022
Q4
$114 Buy
+3
New +$111 ﹤0.01% 331

Other funds holding SMPL

IMA Advisory Services's SMPL Position: Q2 2023 in Review

IMA Advisory Services sold out of Simply Good Foods (SMPL) in Q2 2023, closing a stake of 3 shares — an estimated $120 sold.

IMA Advisory Services first reported a position in SMPL in Q4 2022 and held it in 2 quarters. The position peaked at $120 in Q1 2023. 246 funds tracked by Wall St. Rank hold SMPL as of Q2 2023.

  • IMA Advisory Services reported no remaining Simply Good Foods position as of Q2 2023 after selling out during the quarter.
  • IMA Advisory Services sold 3 Simply Good Foods shares in Q2 2023, an estimated $120.
  • IMA Advisory Services first reported a position in Simply Good Foods in Q4 2022 and held it in 2 quarters.
  • IMA Advisory Services's Simply Good Foods position peaked at $120 in Q1 2023.
  • 246 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2023.

Based on IMA Advisory Services's 13F filing for Q2 2023, filed 15 Aug 2023.