Washington Trust Advisors’s Simply Good Foods SMPL Stock Holding History

Washington Trust 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
2025 Q4	–	Sell	-219	Closed	-$5.44K	–	686
2025 Q3	$5.44K	Hold	219	–	–	﹤0.01%	605
2025 Q2	$6.92K	Hold	219	–	–	﹤0.01%	530
2025 Q1	$7.55K	Hold	219	–	–	﹤0.01%	507
2024 Q4	$8.54K	Hold	219	–	–	﹤0.01%	500
2024 Q3	$7.62K	Hold	219	–	–	﹤0.01%	520
2024 Q2	$7.91K	Hold	219	–	–	﹤0.01%	500
2024 Q1	$7.45K	Hold	219	–	–	﹤0.01%	520
2023 Q4	$8.67K	Hold	219	–	–	﹤0.01%	504
2023 Q3	$7.56K	Hold	219	–	–	﹤0.01%	501
2023 Q2	$8.01K	Hold	219	–	–	﹤0.01%	489
2023 Q1	$8.71K	Hold	219	–	–	﹤0.01%	519
2022 Q4	$8.33K	Hold	219	–	–	﹤0.01%	525
2022 Q3	$7K	Hold	219	–	–	﹤0.01%	663
2022 Q2	$8K	Hold	219	–	–	﹤0.01%	674
2022 Q1	$8K	Sell	219 -68	-24%	-$2.54K	﹤0.01%	744
2021 Q4	$12K	Buy	+287	New	+$11K	﹤0.01%	707

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

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

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Washington Trust Advisors's SMPL Position: Q4 2025 in Review

Washington Trust Advisors sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 219 shares — an estimated $5.44K sold.

Washington Trust Advisors first reported a position in SMPL in Q4 2021 and held it in 16 quarters. The position peaked at $12K in Q4 2021. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

Washington Trust Advisors reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
Washington Trust Advisors sold 219 Simply Good Foods shares in Q4 2025, an estimated $5.44K.
Washington Trust Advisors first reported a position in Simply Good Foods in Q4 2021 and held it in 16 quarters.
Washington Trust Advisors's Simply Good Foods position peaked at $12K in Q4 2021.
266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.