Carolina Wealth Advisors’s Utz Brands UTZ Stock Holding History

Carolina 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
2024 Q4	–	Sell	-800	Closed	-$14.2K	–	350
2024 Q3	$14.2K	Hold	800	–	–	0.01%	152
2024 Q2	$13.3K	Hold	800	–	–	0.01%	128
2024 Q1	$14.8K	Hold	800	–	–	0.01%	133
2023 Q4	$13K	Hold	800	–	–	0.01%	152
2023 Q3	$10.7K	Hold	800	–	–	0.01%	166
2023 Q2	$13.1K	Hold	800	–	–	0.01%	147
2023 Q1	$13.2K	Hold	800	–	–	0.01%	145
2022 Q4	$13K	Hold	800	–	–	0.01%	140
2022 Q3	$12K	Hold	800	–	–	0.01%	139
2022 Q2	$11K	Hold	800	–	–	0.01%	161
2022 Q1	$12K	Hold	800	–	–	0.01%	171
2021 Q4	$13K	Hold	800	–	–	0.01%	176
2021 Q3	$14K	Hold	800	–	–	0.01%	172
2021 Q2	$17K	Hold	800	–	–	0.01%	175
2021 Q1	$20K	Hold	800	–	–	0.01%	171
2020 Q4	$18K	Hold	800	–	–	0.01%	124
2020 Q3	$14K	Buy	+800	New	+$12.1K	0.01%	120

Other funds holding UTZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Carolina Wealth Advisors's UTZ Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Utz Brands (UTZ) in Q4 2024, closing a stake of 800 shares — an estimated $14.2K sold.

Carolina Wealth Advisors first reported a position in UTZ in Q3 2020 and held it in 17 quarters. The position peaked at $20K in Q1 2021. 223 funds tracked by Wall St. Rank hold UTZ as of Q4 2024.

Carolina Wealth Advisors reported no remaining Utz Brands position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 800 Utz Brands shares in Q4 2024, an estimated $14.2K.
Carolina Wealth Advisors first reported a position in Utz Brands in Q3 2020 and held it in 17 quarters.
Carolina Wealth Advisors's Utz Brands position peaked at $20K in Q1 2021.
223 funds tracked by Wall St. Rank held Utz Brands as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.