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LGT Financial Advisors’s Simply Good Foods SMPL Stock Holding History

LGT Financial Advisors’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
2023
Q4 		– Sell
-64
Closed -$2.21K – 970
2023
Q3 		$2.21K Buy
+64
New +$2.3K ﹤0.01% 823

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LGT Financial Advisors's SMPL Position: Q4 2023 in Review

LGT Financial Advisors sold out of Simply Good Foods (SMPL) in Q4 2023, closing a stake of 64 shares — an estimated $2.21K sold.

LGT Financial Advisors first reported a position in SMPL in Q3 2023 and held it in 1 quarter. The position peaked at $2.21K in Q3 2023. 267 funds tracked by Wall St. Rank hold SMPL as of Q4 2023.

  • LGT Financial Advisors reported no remaining Simply Good Foods position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 64 Simply Good Foods shares in Q4 2023, an estimated $2.21K.
  • LGT Financial Advisors first reported a position in Simply Good Foods in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Simply Good Foods position peaked at $2.21K in Q3 2023.
  • 267 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.