LWANC
UTZ icon

Laurel Wealth Advisors (North Carolina)’s Utz Brands UTZ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-95
Closed -$2K – 748
2021
Q2 		$2K Buy
+95
New +$2.37K ﹤0.01% 691

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s UTZ Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Utz Brands (UTZ) in Q3 2021, closing a stake of 95 shares — an estimated $2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in UTZ in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 136 funds tracked by Wall St. Rank hold UTZ as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Utz Brands position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 95 Utz Brands shares in Q3 2021, an estimated $2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Utz Brands in Q2 2021 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Utz Brands position peaked at $2K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Utz Brands as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.