Impact Partnership Wealth’s Utz Brands UTZ Stock Holding History

Impact Partnership Wealth’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 Q3	–	Sell	-71	Closed	-$1.16K	–	1214
2023 Q2	$1.16K	Buy	+71	New	+$1.22K	﹤0.01%	775

Other funds holding UTZ

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

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

Neuberger Berman Group New York $150B AUM 40.08% 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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Impact Partnership Wealth's UTZ Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Utz Brands (UTZ) in Q3 2023, closing a stake of 71 shares — an estimated $1.16K sold.

Impact Partnership Wealth first reported a position in UTZ in Q2 2023 and held it in 1 quarter. The position peaked at $1.16K in Q2 2023. 190 funds tracked by Wall St. Rank hold UTZ as of Q3 2023.

Impact Partnership Wealth reported no remaining Utz Brands position as of Q3 2023 after selling out during the quarter.
Impact Partnership Wealth sold 71 Utz Brands shares in Q3 2023, an estimated $1.16K.
Impact Partnership Wealth first reported a position in Utz Brands in Q2 2023 and held it in 1 quarter.
Impact Partnership Wealth's Utz Brands position peaked at $1.16K in Q2 2023.
190 funds tracked by Wall St. Rank held Utz Brands as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.