Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Utz Brands UTZ Stock Holding History

Cambridge Investment Research 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
2025
Q1 		– Sell
-12,966
Closed -$203K – 3642
2024
Q4 		$203K Sell
12,966
-2,651
-17% -$44.8K ﹤0.01% 3186
2024
Q3 		$276K Buy
15,617
+4,946
+46% +$82.2K ﹤0.01% 2891
2024
Q2 		$178K Sell
10,671
-11,657
-52% -$210K ﹤0.01% 3071
2024
Q1 		$412K Buy
22,328
+3,153
+16% +$56.1K ﹤0.01% 2443
2023
Q4 		$311K Sell
19,175
-763
-4% -$10.1K ﹤0.01% 2571
2023
Q3 		$268K Buy
+19,938
New +$307K ﹤0.01% 2576
2023
Q2 		– Sell
-10,637
Closed -$175K – 3296
2023
Q1 		$175K Buy
+10,637
New +$176K ﹤0.01% 2866
2022
Q4 		– Sell
-10,923
Closed -$165K – 3215
2022
Q3 		$165K Buy
10,923
+97
+0.9% +$1.57K ﹤0.01% 2756
2022
Q2 		$150K Buy
10,826
+103
+1% +$1.43K ﹤0.01% 2799
2022
Q1 		$158K Buy
10,723
+707
+7% +$11.1K ﹤0.01% 2934
2021
Q4 		$160K Buy
+10,016
New +$159K ﹤0.01% 2951
2021
Q3 		– Sell
-12,266
Closed -$267K – 3213
2021
Q2 		$267K Buy
12,266
+1,464
+14% +$36.5K ﹤0.01% 2560
2021
Q1 		$268K Sell
10,802
-1,153
-10% -$28K ﹤0.01% 2361
2020
Q4 		$264K Buy
+11,955
New +$227K ﹤0.01% 2253
2020
Q3 		– Sell
-11,750
Closed -$161K – 2601
2020
Q2 		$161K Buy
+11,750
New +$136K ﹤0.01% 2226

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cambridge Investment Research Advisors's UTZ Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of Utz Brands (UTZ) in Q1 2025, closing a stake of 12,966 shares — an estimated $203K sold.

Cambridge Investment Research Advisors first reported a position in UTZ in Q2 2020 and held it in 15 quarters. The position peaked at $412K in Q1 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

  • Cambridge Investment Research Advisors reported no remaining Utz Brands position as of Q1 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,966 Utz Brands shares in Q1 2025, an estimated $203K.
  • Cambridge Investment Research Advisors first reported a position in Utz Brands in Q2 2020 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's Utz Brands position peaked at $412K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.