MBM Wealth Consultants’s Utz Brands UTZ Stock Holding History

MBM Wealth Consultants’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	-206	Closed	-$3K	–	342
2022 Q4	$3K	Buy	+206	New	+$3.42K	﹤0.01%	299

Other funds holding UTZ

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

MBM Wealth Consultants's UTZ Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Utz Brands (UTZ) in Q1 2023, closing a stake of 206 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in UTZ in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 198 funds tracked by Wall St. Rank hold UTZ as of Q1 2023.

MBM Wealth Consultants reported no remaining Utz Brands position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 206 Utz Brands shares in Q1 2023, an estimated $3K.
MBM Wealth Consultants first reported a position in Utz Brands in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's Utz Brands position peaked at $3K in Q4 2022.
198 funds tracked by Wall St. Rank held Utz Brands as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.