Highline Wealth Partners’s Utz Brands UTZ Stock Holding History

Highline Wealth Partners’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
2023 Q4	–	Sell	-280	Closed	-$3.76K	–	435
2023 Q3	$3.76K	Buy	+280	New	+$4.32K	﹤0.01%	238

Other funds holding UTZ

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

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

CIP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Highline Wealth Partners's UTZ Position: Q4 2023 in Review

Highline Wealth Partners sold out of Utz Brands (UTZ) in Q4 2023, closing a stake of 280 shares — an estimated $3.76K sold.

Highline Wealth Partners first reported a position in UTZ in Q3 2023 and held it in 1 quarter. The position peaked at $3.76K in Q3 2023. 204 funds tracked by Wall St. Rank hold UTZ as of Q4 2023.

Highline Wealth Partners reported no remaining Utz Brands position as of Q4 2023 after selling out during the quarter.
Highline Wealth Partners sold 280 Utz Brands shares in Q4 2023, an estimated $3.76K.
Highline Wealth Partners first reported a position in Utz Brands in Q3 2023 and held it in 1 quarter.
Highline Wealth Partners's Utz Brands position peaked at $3.76K in Q3 2023.
204 funds tracked by Wall St. Rank held Utz Brands as of Q4 2023.

Based on Highline Wealth Partners's 13F filing for Q4 2023, filed 29 Oct 2024.