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Sutton Wealth Advisors’s Simply Good Foods SMPL Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-1,245
Closed -$47.3K – 1454
2022
Q4 		$47.3K Hold
1,245
– – 0.02% 404
2022
Q3 		$39.8K Sell
1,245
-337
-21% -$11.1K 0.02% 433
2022
Q2 		$59.8K Buy
1,582
+237
+18% +$9.39K 0.02% 337
2022
Q1 		$51K Buy
1,345
+99
+8% +$3.69K 0.02% 392
2021
Q4 		$51.8K Buy
1,246
+19
+2% +$725 0.02% 401
2021
Q3 		$42.3K Hold
1,227
– – 0.02% 447
2021
Q2 		$44.8K Hold
1,227
– – 0.02% 437
2021
Q1 		$37.3K Buy
+1,227
New +$36.6K 0.01% 476

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's SMPL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Simply Good Foods (SMPL) in Q1 2023, closing a stake of 1,245 shares — an estimated $47.3K sold.

Sutton Wealth Advisors first reported a position in SMPL in Q1 2021 and held it in 8 quarters. The position peaked at $59.8K in Q2 2022. 241 funds tracked by Wall St. Rank hold SMPL as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Simply Good Foods position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,245 Simply Good Foods shares in Q1 2023, an estimated $47.3K.
  • Sutton Wealth Advisors first reported a position in Simply Good Foods in Q1 2021 and held it in 8 quarters.
  • Sutton Wealth Advisors's Simply Good Foods position peaked at $59.8K in Q2 2022.
  • 241 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.