PFS Investments’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
$345K Buy
9,439
+796
+9% +$29.3K 0.01% 428
2023
Q1
$315K Buy
8,643
+2,948
+52% +$109K 0.01% 427
2022
Q4
$217K Buy
+5,695
New +$210K ﹤0.01% 423

Other funds holding SMPL

PFS Investments's SMPL Position: Q2 2023 in Review

PFS Investments increased its Simply Good Foods (SMPL) stake by 9.2% in Q2 2023, buying an estimated $29.3K and bringing the position to 9,439 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #428.

PFS Investments first reported a position in SMPL in Q4 2022 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold SMPL as of Q2 2023.

  • PFS Investments held 9,439 shares of Simply Good Foods worth $345K as of Q2 2023.
  • PFS Investments bought 796 Simply Good Foods shares in Q2 2023, an estimated $29.3K.
  • Simply Good Foods made up 0.01% of PFS Investments's portfolio in Q2 2023, its #428 holding.
  • PFS Investments first reported a position in Simply Good Foods in Q4 2022 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.