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Center for Financial Planning’s Utz Brands UTZ Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-153
Closed -$2K – 667
2022
Q3 		$2K Buy
+153
New +$2.48K ﹤0.01% 567

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
DF Dent & Co
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Center for Financial Planning's UTZ Position: Q4 2022 in Review

Center for Financial Planning sold out of Utz Brands (UTZ) in Q4 2022, closing a stake of 153 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in UTZ in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 179 funds tracked by Wall St. Rank hold UTZ as of Q4 2022.

  • Center for Financial Planning reported no remaining Utz Brands position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 153 Utz Brands shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Utz Brands in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Utz Brands position peaked at $2K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Utz Brands as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.