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Johnson Financial Group Inc (Wisconsin)’s Utz Brands UTZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q1 		– Sell
-209
Closed -$2.79K – 960
2024
Q4 		$2.79K Sell
209
-56
-21% -$947 ﹤0.01% 783
2024
Q3 		$4.71K Buy
+265
New +$4.4K ﹤0.01% 799

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Johnson Financial Group Inc (Wisconsin)'s UTZ Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Utz Brands (UTZ) in Q1 2025, closing a stake of 209 shares — an estimated $2.79K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in UTZ in Q3 2024 and held it in 2 quarters. The position peaked at $4.71K in Q3 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Utz Brands position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 209 Utz Brands shares in Q1 2025, an estimated $2.79K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Utz Brands in Q3 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Utz Brands position peaked at $4.71K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.