JWWM
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Johnson & White Wealth Management’s Utz Brands UTZ Stock Holding History

Johnson & White Wealth 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
2023
Q1 		– Sell
-64,882
Closed -$4.16M – 120
2022
Q4 		$4.16M Buy
+64,882
New +$1.08M 4.19% 6

Other funds holding UTZ

Vanguard Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Goldman Sachs
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

Johnson & White Wealth Management's UTZ Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Utz Brands (UTZ) in Q1 2023, closing a stake of 64,882 shares — an estimated $4.16M sold.

Johnson & White Wealth Management first reported a position in UTZ in Q4 2022 and held it in 1 quarter. The position peaked at $4.16M in Q4 2022. 198 funds tracked by Wall St. Rank hold UTZ as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Utz Brands position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 64,882 Utz Brands shares in Q1 2023, an estimated $4.16M.
  • Johnson & White Wealth Management first reported a position in Utz Brands in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Utz Brands position peaked at $4.16M in Q4 2022.
  • 198 funds tracked by Wall St. Rank held Utz Brands as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.