Avantax Advisory Services’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
Other funds holding UTZ
CIP
CCM
Avantax Advisory Services's UTZ Position: Q2 2025 in Review
Avantax Advisory Services increased its Utz Brands (UTZ) stake by 1.2% in Q2 2025, buying an estimated $4.72K and bringing the position to 30,598 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.
Avantax Advisory Services first reported a position in UTZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $539K in Q3 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q2 2025.
- Avantax Advisory Services held 30,598 shares of Utz Brands worth $384K as of Q2 2025.
- Avantax Advisory Services bought 361 Utz Brands shares in Q2 2025, an estimated $4.72K.
- Utz Brands made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1745 holding.
- Avantax Advisory Services first reported a position in Utz Brands in Q2 2024 and has held it in 5 quarters since.
- Avantax Advisory Services's Utz Brands position peaked at $539K in Q3 2024.
- 238 funds tracked by Wall St. Rank held Utz Brands as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.