Wipfli Financial Advisors’s Simply Good Foods SMPL Stock Holding History

Wipfli Financial 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
2022 Q3	$9K	Buy	+283	New	+$9.29K	﹤0.01%	1891

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's SMPL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Simply Good Foods (SMPL) in Q3 2022: 283 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1891 among its holdings.

235 funds tracked by Wall St. Rank hold SMPL as of Q3 2022.

Wipfli Financial Advisors held 283 shares of Simply Good Foods worth $9K as of Q3 2022.
Simply Good Foods was a new Wipfli Financial Advisors position in Q3 2022.
Simply Good Foods made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1891 holding.
235 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.