Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Simply Good Foods SMPL Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-3,436
Closed -$109K – 1465
2025
Q2 		$109K Buy
+3,436
New +$120K 0.01% 639
2020
Q4 		– Sell
-9,414
Closed -$208K – 419
2020
Q3 		$208K Buy
+9,414
New +$219K 0.03% 327

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mount Yale Investment Advisors's SMPL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 3,436 shares — an estimated $109K sold.

Mount Yale Investment Advisors first reported a position in SMPL in Q3 2020 and held it in 2 quarters. The position peaked at $208K in Q3 2020. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,436 Simply Good Foods shares in Q3 2025, an estimated $109K.
  • Mount Yale Investment Advisors first reported a position in Simply Good Foods in Q3 2020 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Simply Good Foods position peaked at $208K in Q3 2020.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.