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Parkworth Wealth Management’s Simply Good Foods SMPL Stock Holding History

Parkworth Wealth Management’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
Q2 		$63 Sell
2
-1
-33% -$35 ﹤0.01% 1235
2025
Q1 		$103 Buy
3
+1
+50% +$36 ﹤0.01% 929
2024
Q4 		$78 Buy
+2
New +$73 ﹤0.01% 1055

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Parkworth Wealth Management's SMPL Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Simply Good Foods (SMPL) stake by 33% in Q2 2025, selling an estimated $35 and leaving 2 shares worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Parkworth Wealth Management first reported a position in SMPL in Q4 2024 and has held it in 3 quarters since. The position peaked at $103 in Q1 2025. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Simply Good Foods worth $63 as of Q2 2025.
  • Parkworth Wealth Management sold 1 Simply Good Foods share in Q2 2025, an estimated $35.
  • Simply Good Foods made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1235 holding.
  • Parkworth Wealth Management first reported a position in Simply Good Foods in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Simply Good Foods position peaked at $103 in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.