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TFO Wealth Partners’s Simply Good Foods SMPL Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$68 – 650
2024
Q1 		$68 Hold
2
– – ﹤0.01% 696
2023
Q4 		$79 Hold
2
– – ﹤0.01% 825
2023
Q3 		$73 Hold
2
– – ﹤0.01% 1014
2023
Q2 		$73 Hold
2
– – ﹤0.01% 720
2023
Q1 		$80 Hold
2
– – ﹤0.01% 688
2022
Q4 		$107 Buy
+2
New +$74 ﹤0.01% 761

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

TFO Wealth Partners's SMPL Position: Q2 2024 in Review

TFO Wealth Partners sold out of Simply Good Foods (SMPL) in Q2 2024, closing a stake of 2 shares — an estimated $68 sold.

TFO Wealth Partners first reported a position in SMPL in Q4 2022 and held it in 6 quarters. The position peaked at $107 in Q4 2022. 273 funds tracked by Wall St. Rank hold SMPL as of Q2 2024.

  • TFO Wealth Partners reported no remaining Simply Good Foods position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Simply Good Foods shares in Q2 2024, an estimated $68.
  • TFO Wealth Partners first reported a position in Simply Good Foods in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Simply Good Foods position peaked at $107 in Q4 2022.
  • 273 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.