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New England Capital Financial Advisors’s Utz Brands UTZ Stock Holding History

New England Capital Financial 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
2023
Q2 		– Sell
-51
Closed -$843 – 441
2023
Q1 		$843 Hold
51
– – ﹤0.01% 381
2022
Q4 		$823 Buy
+51
New +$846 ﹤0.01% 382

Other funds holding UTZ

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CIP
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

New England Capital Financial Advisors's UTZ Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Utz Brands (UTZ) in Q2 2023, closing a stake of 51 shares — an estimated $843 sold.

New England Capital Financial Advisors first reported a position in UTZ in Q4 2022 and held it in 2 quarters. The position peaked at $843 in Q1 2023. 188 funds tracked by Wall St. Rank hold UTZ as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Utz Brands position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 51 Utz Brands shares in Q2 2023, an estimated $843.
  • New England Capital Financial Advisors first reported a position in Utz Brands in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Utz Brands position peaked at $843 in Q1 2023.
  • 188 funds tracked by Wall St. Rank held Utz Brands as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.