Bogart Wealth LLC’s Utz Brands UTZ Stock Holding History

Bogart Wealth LLC’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	-97	Closed	-$1.59K	–	1102
2023 Q2	$1.59K	Hold	97	–	–	﹤0.01%	909
2023 Q1	$1.6K	Buy	+97	New	+$1.6K	﹤0.01%	940

Other funds holding UTZ

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 New York $1.81T AUM 41.13% 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

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Bogart Wealth LLC's UTZ Position: Q3 2023 in Review

Bogart Wealth LLC sold out of Utz Brands (UTZ) in Q3 2023, closing a stake of 97 shares — an estimated $1.59K sold.

Bogart Wealth LLC first reported a position in UTZ in Q1 2023 and held it in 2 quarters. The position peaked at $1.6K in Q1 2023. 190 funds tracked by Wall St. Rank hold UTZ as of Q3 2023.

Bogart Wealth LLC reported no remaining Utz Brands position as of Q3 2023 after selling out during the quarter.
Bogart Wealth LLC sold 97 Utz Brands shares in Q3 2023, an estimated $1.59K.
Bogart Wealth LLC first reported a position in Utz Brands in Q1 2023 and held it in 2 quarters.
Bogart Wealth LLC's Utz Brands position peaked at $1.6K in Q1 2023.
190 funds tracked by Wall St. Rank held Utz Brands as of Q3 2023.

Based on Bogart Wealth LLC's 13F filing for Q3 2023, filed 30 Oct 2023.