International Assets Investment Management’s Utz Brands UTZ Stock Holding History

International Assets Investment 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
2024 Q3	–	Sell	-201	Closed	-$3.35K	–	2601
2024 Q2	$3.35K	Buy	+201	New	+$3.62K	﹤0.01%	1925
2023 Q2	–	Sell	-221	Closed	-$3.64K	–	1067
2023 Q1	$3.64K	Buy	+221	New	+$3.66K	﹤0.01%	947
2021 Q2	–	Sell	-1,845	Closed	-$42K	–	1832
2021 Q1	$42K	Buy	1,845 +575	+45%	+$14K	﹤0.01%	1023
2020 Q4	$28K	Buy	+1,270	New	+$24.1K	0.01%	1054

Other funds holding UTZ

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

International Assets Investment Management's UTZ Position: Q3 2024 in Review

International Assets Investment Management sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 201 shares — an estimated $3.35K sold.

International Assets Investment Management first reported a position in UTZ in Q4 2020 and held it in 4 quarters. The position peaked at $42K in Q1 2021. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

International Assets Investment Management reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
International Assets Investment Management sold 201 Utz Brands shares in Q3 2024, an estimated $3.35K.
International Assets Investment Management first reported a position in Utz Brands in Q4 2020 and held it in 4 quarters.
International Assets Investment Management's Utz Brands position peaked at $42K in Q1 2021.
213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.