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Concourse Financial Group Securities’s Utz Brands UTZ Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,047
Closed -$27.7K – 1967
2024
Q4 		$27.7K Sell
2,047
-51
-2% -$862 ﹤0.01% 1444
2024
Q3 		$37.3K Sell
2,098
-82
-4% -$1.36K ﹤0.01% 1289
2024
Q2 		$36.4K Sell
2,180
-27
-1% -$486 ﹤0.01% 1316
2024
Q1 		$40.7K Buy
2,207
+49
+2% +$872 ﹤0.01% 1271
2023
Q4 		$35.2K Buy
2,158
+92
+4% +$1.21K ﹤0.01% 1270
2023
Q3 		$27.9K Sell
2,066
-62
-3% -$956 ﹤0.01% 1329
2023
Q2 		$35.1K Sell
2,128
-230
-10% -$3.95K ﹤0.01% 1223
2023
Q1 		$38.8K Buy
2,358
+68
+3% +$1.13K ﹤0.01% 1200
2022
Q4 		$36.4K Sell
2,290
-59
-3% -$978 ﹤0.01% 1212
2022
Q3 		$36K Buy
2,349
+362
+18% +$5.87K ﹤0.01% 1090
2022
Q2 		$28K Buy
1,987
+1,060
+114% +$14.7K ﹤0.01% 1329
2022
Q1 		$14K Buy
+927
New +$14.5K ﹤0.01% 1601

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concourse Financial Group Securities's UTZ Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Utz Brands (UTZ) in Q1 2025, closing a stake of 2,047 shares — an estimated $27.7K sold.

Concourse Financial Group Securities first reported a position in UTZ in Q1 2022 and held it in 12 quarters. The position peaked at $40.7K in Q1 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Utz Brands position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,047 Utz Brands shares in Q1 2025, an estimated $27.7K.
  • Concourse Financial Group Securities first reported a position in Utz Brands in Q1 2022 and held it in 12 quarters.
  • Concourse Financial Group Securities's Utz Brands position peaked at $40.7K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.