SW
FAT

Simplicity Wealth’s FAT Brands FAT Stock Holding History

Simplicity Wealth’s Portfolio FAT Stock Details FAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,605
Closed -$83.1K – 1261
2024
Q1 		$83.1K Buy
+19,605
New +$85K ﹤0.01% 1120

Other funds holding FAT

ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $267M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Simplicity Wealth's FAT Position: Q2 2024 in Review

Simplicity Wealth sold out of FAT Brands (FAT) in Q2 2024, closing a stake of 19,605 shares — an estimated $83.1K sold.

Simplicity Wealth first reported a position in FAT in Q1 2024 and held it in 1 quarter. The position peaked at $83.1K in Q1 2024. 25 funds tracked by Wall St. Rank hold FAT as of Q2 2024.

  • Simplicity Wealth reported no remaining FAT Brands position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 19,605 FAT Brands shares in Q2 2024, an estimated $83.1K.
  • Simplicity Wealth first reported a position in FAT Brands in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's FAT Brands position peaked at $83.1K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held FAT Brands as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.