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	–	351
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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 $145B AUM 22.78% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return