Baltimore-Washington Financial Advisors’s Utz Brands UTZ Stock Holding History

Baltimore-Washington Financial 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
2022 Q2	–	Sell	-94,113	Closed	-$2.33M	–	155
2022 Q1	$2.33M	Buy	+94,113	New	+$1.47M	0.23%	85
2021 Q3	–	Sell	-99,959	Closed	-$2.18M	–	134
2021 Q2	$2.18M	Buy	99,959 +6,646	+7%	+$166K	0.2%	82
2021 Q1	$2.31M	Buy	+93,313	New	+$2.26M	0.24%	80

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

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

CIP

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

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

Neuberger Berman Group New York $150B AUM 40.08% 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

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

CCM

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

Baltimore-Washington Financial Advisors's UTZ Position: Q2 2022 in Review

Baltimore-Washington Financial Advisors sold out of Utz Brands (UTZ) in Q2 2022, closing a stake of 94,113 shares — an estimated $2.33M sold.

Baltimore-Washington Financial Advisors first reported a position in UTZ in Q1 2021 and held it in 3 quarters. The position peaked at $2.33M in Q1 2022. 161 funds tracked by Wall St. Rank hold UTZ as of Q2 2022.

Baltimore-Washington Financial Advisors reported no remaining Utz Brands position as of Q2 2022 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 94,113 Utz Brands shares in Q2 2022, an estimated $2.33M.
Baltimore-Washington Financial Advisors first reported a position in Utz Brands in Q1 2021 and held it in 3 quarters.
Baltimore-Washington Financial Advisors's Utz Brands position peaked at $2.33M in Q1 2022.
161 funds tracked by Wall St. Rank held Utz Brands as of Q2 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.