Commonwealth Equity Services
UTZ icon

Commonwealth Equity Services’s Utz Brands UTZ Stock Holding History

Commonwealth Equity Services’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
Q1 		– Sell
-11,488
Closed -$187K – 4101
2023
Q4 		$187K Buy
+11,488
New +$152K ﹤0.01% 3535
2022
Q4 		– Sell
-10,554
Closed -$159K – 3803
2022
Q3 		$159K Buy
+10,554
New +$171K ﹤0.01% 3268
2021
Q4 		– Sell
-11,074
Closed -$189K – 3733
2021
Q3 		$189K Sell
11,074
-2,503
-18% -$50.9K ﹤0.01% 3296
2021
Q2 		$295K Buy
13,577
+1,644
+14% +$41K ﹤0.01% 2922
2021
Q1 		$295K Sell
11,933
-216
-2% -$5.24K ﹤0.01% 2782
2020
Q4 		$268K Buy
+12,149
New +$231K ﹤0.01% 2676

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
BAMCO Inc
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

Commonwealth Equity Services's UTZ Position: Q1 2024 in Review

Commonwealth Equity Services sold out of Utz Brands (UTZ) in Q1 2024, closing a stake of 11,488 shares — an estimated $187K sold.

Commonwealth Equity Services first reported a position in UTZ in Q4 2020 and held it in 6 quarters. The position peaked at $295K in Q2 2021. 199 funds tracked by Wall St. Rank hold UTZ as of Q1 2024.

  • Commonwealth Equity Services reported no remaining Utz Brands position as of Q1 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,488 Utz Brands shares in Q1 2024, an estimated $187K.
  • Commonwealth Equity Services first reported a position in Utz Brands in Q4 2020 and held it in 6 quarters.
  • Commonwealth Equity Services's Utz Brands position peaked at $295K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Utz Brands as of Q1 2024.

Based on Commonwealth Equity Services's 13F filing for Q1 2024, filed 29 Apr 2024.