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BOK Financial Private Wealth’s Utz Brands UTZ Stock Holding History

BOK Financial Private Wealth’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
2024
Q1 		– Sell
-152
Closed -$2.47K – 552
2023
Q4 		$2.47K Buy
+152
New +$2.01K ﹤0.01% 438

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

BOK Financial Private Wealth's UTZ Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Utz Brands (UTZ) in Q1 2024, closing a stake of 152 shares — an estimated $2.47K sold.

BOK Financial Private Wealth first reported a position in UTZ in Q4 2023 and held it in 1 quarter. The position peaked at $2.47K in Q4 2023. 199 funds tracked by Wall St. Rank hold UTZ as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Utz Brands position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 152 Utz Brands shares in Q1 2024, an estimated $2.47K.
  • BOK Financial Private Wealth first reported a position in Utz Brands in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Utz Brands position peaked at $2.47K in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Utz Brands as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.