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Next Financial Group’s Simply Good Foods SMPL Stock Holding History

Next Financial Group’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
2021
Q4 		$15K Buy
363
+272
+299% +$10.4K ﹤0.01% 2012
2021
Q3 		$3K Buy
91
+65
+250% +$2.34K ﹤0.01% 2408
2021
Q2 		$1K Hold
26
– – ﹤0.01% 2563
2021
Q1 		$1K Buy
26
+12
+86% +$357 ﹤0.01% 2461
2020
Q4 		$0 Buy
+14
New +$326 ﹤0.01% 2410

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Next Financial Group's SMPL Position: Q4 2021 in Review

Next Financial Group increased its Simply Good Foods (SMPL) stake by 299% in Q4 2021, buying an estimated $10.4K and bringing the position to 363 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Next Financial Group first reported a position in SMPL in Q4 2020 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold SMPL as of Q4 2021.

  • Next Financial Group held 363 shares of Simply Good Foods worth $15K as of Q4 2021.
  • Next Financial Group bought 272 Simply Good Foods shares in Q4 2021, an estimated $10.4K.
  • Simply Good Foods made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2012 holding.
  • Next Financial Group first reported a position in Simply Good Foods in Q4 2020 and has held it in 5 quarters since.
  • 230 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.