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

Selective 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
2022
Q1 		– Sell
-800
Closed -$33K – 791
2021
Q4 		$33K Buy
+800
New +$30.5K 0.01% 334

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Selective Wealth Management's SMPL Position: Q1 2022 in Review

Selective Wealth Management sold out of Simply Good Foods (SMPL) in Q1 2022, closing a stake of 800 shares — an estimated $33K sold.

Selective Wealth Management first reported a position in SMPL in Q4 2021 and held it in 1 quarter. The position peaked at $33K in Q4 2021. 235 funds tracked by Wall St. Rank hold SMPL as of Q1 2022.

  • Selective Wealth Management reported no remaining Simply Good Foods position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 800 Simply Good Foods shares in Q1 2022, an estimated $33K.
  • Selective Wealth Management first reported a position in Simply Good Foods in Q4 2021 and held it in 1 quarter.
  • Selective Wealth Management's Simply Good Foods position peaked at $33K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.