Carolinas Wealth Consulting’s Utz Brands UTZ Stock Holding History

Carolinas Wealth Consulting’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
2021 Q3	–	Sell	-4,290	Closed	-$94K	–	995
2021 Q2	$94K	Hold	4,290	–	–	0.02%	271
2021 Q1	$106K	Buy	+4,290	New	+$104K	0.03%	247

Other funds holding UTZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carolinas Wealth Consulting's UTZ Position: Q3 2021 in Review

Carolinas Wealth Consulting sold out of Utz Brands (UTZ) in Q3 2021, closing a stake of 4,290 shares — an estimated $94K sold.

Carolinas Wealth Consulting first reported a position in UTZ in Q1 2021 and held it in 2 quarters. The position peaked at $106K in Q1 2021. 136 funds tracked by Wall St. Rank hold UTZ as of Q3 2021.

Carolinas Wealth Consulting reported no remaining Utz Brands position as of Q3 2021 after selling out during the quarter.
Carolinas Wealth Consulting sold 4,290 Utz Brands shares in Q3 2021, an estimated $94K.
Carolinas Wealth Consulting first reported a position in Utz Brands in Q1 2021 and held it in 2 quarters.
Carolinas Wealth Consulting's Utz Brands position peaked at $106K in Q1 2021.
136 funds tracked by Wall St. Rank held Utz Brands as of Q3 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2021, filed 15 Nov 2021.