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

Spire 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
2023 Q2	–	Sell	-75	Closed	-$2.98K	–	2528
2023 Q1	$2.98K	Hold	75	–	–	﹤0.01%	2168
2022 Q4	$3K	Buy	+75	New	+$2.77K	﹤0.01%	1994
2022 Q3	–	Sell	-500	Closed	-$19K	–	2553
2022 Q2	$19K	Buy	+500	New	+$19.8K	﹤0.01%	1701

Other funds holding SMPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Spire Wealth Management's SMPL Position: Q2 2023 in Review

Spire Wealth Management sold out of Simply Good Foods (SMPL) in Q2 2023, closing a stake of 75 shares — an estimated $2.98K sold.

Spire Wealth Management first reported a position in SMPL in Q2 2022 and held it in 3 quarters. The position peaked at $19K in Q2 2022. 246 funds tracked by Wall St. Rank hold SMPL as of Q2 2023.

Spire Wealth Management reported no remaining Simply Good Foods position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 75 Simply Good Foods shares in Q2 2023, an estimated $2.98K.
Spire Wealth Management first reported a position in Simply Good Foods in Q2 2022 and held it in 3 quarters.
Spire Wealth Management's Simply Good Foods position peaked at $19K in Q2 2022.
246 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.