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Bell Investment Advisors’s Utz Brands UTZ Stock Holding History

Bell Investment 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
Q3 		– Sell
-32
Closed -$524 – 1998
2023
Q2 		$524 Hold
32
– – ﹤0.01% 1831
2023
Q1 		$528 Hold
32
– – ﹤0.01% 1798
2022
Q4 		$508 Hold
32
– – ﹤0.01% 1829
2022
Q3 		$0 Buy
+32
New +$519 ﹤0.01% 1962
2021
Q4 		$1K Buy
33
+10
+43% +$159 ﹤0.01% 1644
2021
Q3 		$0 Buy
+23
New +$467 ﹤0.01% 1835

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

Bell Investment Advisors's UTZ Position: Q3 2023 in Review

Bell Investment Advisors sold out of Utz Brands (UTZ) in Q3 2023, closing a stake of 32 shares — an estimated $524 sold.

Bell Investment Advisors first reported a position in UTZ in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 190 funds tracked by Wall St. Rank hold UTZ as of Q3 2023.

  • Bell Investment Advisors reported no remaining Utz Brands position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 32 Utz Brands shares in Q3 2023, an estimated $524.
  • Bell Investment Advisors first reported a position in Utz Brands in Q3 2021 and held it in 6 quarters.
  • Bell Investment Advisors's Utz Brands position peaked at $1K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held Utz Brands as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.