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UTZ icon

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
Q3 		– Hold
0
– – – 2426
2023
Q2 		– Sell
-1
Closed -$17 – 2501
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return