Steward Partners Investment Advisory’s Simply Good Foods SMPL Stock Holding History

Steward Partners Investment Advisory’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
2024 Q1	–	Sell	-100	Closed	-$3.96K	–	3663
2023 Q4	$3.96K	Hold	100	–	–	﹤0.01%	3044
2023 Q3	$3.45K	Hold	100	–	–	﹤0.01%	2940
2023 Q2	$3.66K	Hold	100	–	–	﹤0.01%	2890
2023 Q1	$3.98K	Hold	100	–	–	﹤0.01%	2851
2022 Q4	$3.8K	Hold	100	–	–	﹤0.01%	2862
2022 Q3	$3K	Buy	+100	New	+$3.28K	﹤0.01%	2970

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

CIP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's SMPL Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Simply Good Foods (SMPL) in Q1 2024, closing a stake of 100 shares — an estimated $3.96K sold.

Steward Partners Investment Advisory first reported a position in SMPL in Q3 2022 and held it in 6 quarters. The position peaked at $3.98K in Q1 2023. 290 funds tracked by Wall St. Rank hold SMPL as of Q1 2024.

Steward Partners Investment Advisory reported no remaining Simply Good Foods position as of Q1 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 100 Simply Good Foods shares in Q1 2024, an estimated $3.96K.
Steward Partners Investment Advisory first reported a position in Simply Good Foods in Q3 2022 and held it in 6 quarters.
Steward Partners Investment Advisory's Simply Good Foods position peaked at $3.98K in Q1 2023.
290 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.