Arkadios Wealth Advisors’s Utz Brands UTZ Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-55	Closed	–	–	1722
2021 Q3	$0	Hold	55	–	–	﹤0.01%	2066
2021 Q2	$1K	Buy	+55	New	+$1.37K	﹤0.01%	1924

Other funds holding UTZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Arkadios Wealth Advisors's UTZ Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Utz Brands (UTZ) in Q4 2021, closing a stake of 55 shares.

Arkadios Wealth Advisors first reported a position in UTZ in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 148 funds tracked by Wall St. Rank hold UTZ as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Utz Brands position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 55 Utz Brands shares in Q4 2021.
Arkadios Wealth Advisors first reported a position in Utz Brands in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's Utz Brands position peaked at $1K in Q2 2021.
148 funds tracked by Wall St. Rank held Utz Brands as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.