Investmark Advisory Group’s Utz Brands UTZ Stock Holding History

Investmark Advisory Group’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
2022 Q1	–	Sell	-568	Closed	-$9K	–	339
2021 Q4	$9K	Buy	+568	New	+$9.04K	0.01%	300

Other funds holding UTZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Investmark Advisory Group's UTZ Position: Q1 2022 in Review

Investmark Advisory Group sold out of Utz Brands (UTZ) in Q1 2022, closing a stake of 568 shares — an estimated $9K sold.

Investmark Advisory Group first reported a position in UTZ in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 175 funds tracked by Wall St. Rank hold UTZ as of Q1 2022.

Investmark Advisory Group reported no remaining Utz Brands position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 568 Utz Brands shares in Q1 2022, an estimated $9K.
Investmark Advisory Group first reported a position in Utz Brands in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Utz Brands position peaked at $9K in Q4 2021.
175 funds tracked by Wall St. Rank held Utz Brands as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.