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Institutional & Family Asset Management’s Utz Brands UTZ Stock Holding History

Institutional & Family Asset Management’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
2021
Q3 		– Sell
-1,213
Closed -$26K – 975
2021
Q2 		$26K Buy
+1,213
New +$30.3K ﹤0.01% 437

Other funds holding UTZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institutional & Family Asset Management's UTZ Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Utz Brands (UTZ) in Q3 2021, closing a stake of 1,213 shares — an estimated $26K sold.

Institutional & Family Asset Management first reported a position in UTZ in Q2 2021 and held it in 1 quarter. The position peaked at $26K in Q2 2021. 136 funds tracked by Wall St. Rank hold UTZ as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining Utz Brands position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,213 Utz Brands shares in Q3 2021, an estimated $26K.
  • Institutional & Family Asset Management first reported a position in Utz Brands in Q2 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Utz Brands position peaked at $26K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Utz Brands as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.