Steward Partners Investment Advisory
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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

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fuller & Thaler Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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.