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Sunbelt Securities’s Simply Good Foods SMPL Stock Holding History

Sunbelt Securities’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
Q4 		– Sell
-34
Closed -$1.17K – 1777
2023
Q3 		$1.17K Buy
+34
New +$1.22K ﹤0.01% 1567

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sunbelt Securities's SMPL Position: Q4 2023 in Review

Sunbelt Securities sold out of Simply Good Foods (SMPL) in Q4 2023, closing a stake of 34 shares — an estimated $1.17K sold.

Sunbelt Securities first reported a position in SMPL in Q3 2023 and held it in 1 quarter. The position peaked at $1.17K in Q3 2023. 267 funds tracked by Wall St. Rank hold SMPL as of Q4 2023.

  • Sunbelt Securities reported no remaining Simply Good Foods position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 34 Simply Good Foods shares in Q4 2023, an estimated $1.17K.
  • Sunbelt Securities first reported a position in Simply Good Foods in Q3 2023 and held it in 1 quarter.
  • Sunbelt Securities's Simply Good Foods position peaked at $1.17K in Q3 2023.
  • 267 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.