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Moody National Bank Trust Division’s Utz Brands UTZ Stock Holding History

Moody National Bank Trust Division’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
-10,804
Closed -$169K – 509
2024
Q4 		$169K Buy
+10,804
New +$183K 0.02% 468

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BlackRock
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CIP
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BAMCO Inc
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CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moody National Bank Trust Division's UTZ Position: Q1 2025 in Review

Moody National Bank Trust Division sold out of Utz Brands (UTZ) in Q1 2025, closing a stake of 10,804 shares — an estimated $169K sold.

Moody National Bank Trust Division first reported a position in UTZ in Q4 2024 and held it in 1 quarter. The position peaked at $169K in Q4 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

  • Moody National Bank Trust Division reported no remaining Utz Brands position as of Q1 2025 after selling out during the quarter.
  • Moody National Bank Trust Division sold 10,804 Utz Brands shares in Q1 2025, an estimated $169K.
  • Moody National Bank Trust Division first reported a position in Utz Brands in Q4 2024 and held it in 1 quarter.
  • Moody National Bank Trust Division's Utz Brands position peaked at $169K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on Moody National Bank Trust Division's 13F filing for Q1 2025, filed 4 Apr 2025.