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Baystate Wealth Management’s Utz Brands UTZ Stock Holding History

Baystate 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
2023
Q3 		– Sell
-220
Closed -$3.61K – 1102
2023
Q2 		$3.61K Hold
220
– – ﹤0.01% 755
2023
Q1 		$3.62K Buy
+220
New +$3.64K ﹤0.01% 737

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 $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DF Dent & Co
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Baystate Wealth Management's UTZ Position: Q3 2023 in Review

Baystate Wealth Management sold out of Utz Brands (UTZ) in Q3 2023, closing a stake of 220 shares — an estimated $3.61K sold.

Baystate Wealth Management first reported a position in UTZ in Q1 2023 and held it in 2 quarters. The position peaked at $3.62K in Q1 2023. 190 funds tracked by Wall St. Rank hold UTZ as of Q3 2023.

  • Baystate Wealth Management reported no remaining Utz Brands position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 220 Utz Brands shares in Q3 2023, an estimated $3.61K.
  • Baystate Wealth Management first reported a position in Utz Brands in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's Utz Brands position peaked at $3.62K in Q1 2023.
  • 190 funds tracked by Wall St. Rank held Utz Brands as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.