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JP Morgan Private Wealth Advisors’s Utz Brands UTZ Stock Holding History

JP Morgan Private Wealth Advisors’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
Q4 		– Sell
-40,330
Closed -$691K – 2045
2021
Q3 		$691K Sell
40,330
-19,548
-33% -$397K ﹤0.01% 1376
2021
Q2 		$1.3M Buy
+59,878
New +$1.49M ﹤0.01% 1071

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
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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UTZ Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Utz Brands (UTZ) in Q4 2021, closing a stake of 40,330 shares — an estimated $691K sold.

JP Morgan Private Wealth Advisors first reported a position in UTZ in Q2 2021 and held it in 2 quarters. The position peaked at $1.3M in Q2 2021. 148 funds tracked by Wall St. Rank hold UTZ as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Utz Brands position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 40,330 Utz Brands shares in Q4 2021, an estimated $691K.
  • JP Morgan Private Wealth Advisors first reported a position in Utz Brands in Q2 2021 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Utz Brands position peaked at $1.3M in Q2 2021.
  • 148 funds tracked by Wall St. Rank held Utz Brands as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.