BDO Wealth Advisors’s Utz Brands UTZ Stock Holding History

BDO 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
2023 Q2	$15.1K	Hold	925	–	–	﹤0.01%	636
2023 Q1	$15.2K	Hold	925	–	–	﹤0.01%	632
2022 Q4	$14.7K	Hold	925	–	–	﹤0.01%	620
2022 Q3	$14K	Hold	925	–	–	﹤0.01%	652
2022 Q2	$13K	Hold	925	–	–	﹤0.01%	644
2022 Q1	$14K	Buy	+925	New	+$14.5K	﹤0.01%	673
2021 Q3	–	Sell	-1,025	Closed	-$22K	–	1129
2021 Q2	$22K	Buy	+1,025	New	+$25.6K	﹤0.01%	607

Other funds holding UTZ

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

BDO Wealth Advisors's UTZ Position: Q2 2023 in Review

BDO Wealth Advisors held its Utz Brands (UTZ) position steady in Q2 2023 at 925 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

BDO Wealth Advisors first reported a position in UTZ in Q2 2021 and has held it in 7 quarters since. The position peaked at $22K in Q2 2021. 188 funds tracked by Wall St. Rank hold UTZ as of Q2 2023.

BDO Wealth Advisors held 925 shares of Utz Brands worth $15.1K as of Q2 2023.
BDO Wealth Advisors left its Utz Brands share count unchanged in Q2 2023.
Utz Brands made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #636 holding.
BDO Wealth Advisors first reported a position in Utz Brands in Q2 2021 and has held it in 7 quarters since.
BDO Wealth Advisors's Utz Brands position peaked at $22K in Q2 2021.
188 funds tracked by Wall St. Rank held Utz Brands as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.