Avior Wealth Management’s Utz Brands UTZ Stock Holding History

Avior Wealth Management’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
2024 Q2	–	Sell	-536	Closed	-$9.88K	–	3671
2024 Q1	$9.88K	Buy	536 +398	+288%	+$7.08K	﹤0.01%	1877
2023 Q4	$2.24K	Sell	138 -87	-39%	-$1.15K	﹤0.01%	1289
2023 Q3	$3.02K	Hold	225	–	–	﹤0.01%	1331
2023 Q2	$3.68K	Hold	225	–	–	﹤0.01%	1259
2023 Q1	$3.71K	Buy	+225	New	+$3.72K	﹤0.01%	1281

Other funds holding UTZ

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

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

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

CIP

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

CCM

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

DDC

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

Avior Wealth Management's UTZ Position: Q2 2024 in Review

Avior Wealth Management sold out of Utz Brands (UTZ) in Q2 2024, closing a stake of 536 shares — an estimated $9.88K sold.

Avior Wealth Management first reported a position in UTZ in Q1 2023 and held it in 5 quarters. The position peaked at $9.88K in Q1 2024. 217 funds tracked by Wall St. Rank hold UTZ as of Q2 2024.

Avior Wealth Management reported no remaining Utz Brands position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 536 Utz Brands shares in Q2 2024, an estimated $9.88K.
Avior Wealth Management first reported a position in Utz Brands in Q1 2023 and held it in 5 quarters.
Avior Wealth Management's Utz Brands position peaked at $9.88K in Q1 2024.
217 funds tracked by Wall St. Rank held Utz Brands as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.