Advisornet Financial’s Utz Brands UTZ Stock Holding History

Advisornet Financial’s Portfolio UTZ Stock Details UTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$17	–	2497
2023 Q1	$16	Sell	1 -99	-99%	-$1.64K	﹤0.01%	2385
2022 Q4	$1.59K	Hold	100	–	–	﹤0.01%	1718
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	1711
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	1837
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	1939
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	1859
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	1775
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	1711
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	1657
2020 Q4	$2K	Buy	+100	New	+$1.9K	﹤0.01%	1564

Other funds holding UTZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Advisornet Financial's UTZ Position: Q2 2023 in Review

Advisornet Financial sold out of Utz Brands (UTZ) in Q2 2023, closing a stake of 1 share — an estimated $17 sold.

Advisornet Financial first reported a position in UTZ in Q4 2020 and held it in 10 quarters. The position peaked at $2K in Q3 2022. 187 funds tracked by Wall St. Rank hold UTZ as of Q2 2023.

Advisornet Financial reported no remaining Utz Brands position as of Q2 2023 after selling out during the quarter.
Advisornet Financial sold 1 Utz Brands share in Q2 2023, an estimated $17.
Advisornet Financial first reported a position in Utz Brands in Q4 2020 and held it in 10 quarters.
Advisornet Financial's Utz Brands position peaked at $2K in Q3 2022.
187 funds tracked by Wall St. Rank held Utz Brands as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.