Park Square Financial Group’s Utz Brands UTZ Stock Holding History

Park Square Financial Group’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	-200	Closed	-$3.13K	–	1046
2024 Q4	$3.13K	Buy	+200	New	+$3.38K	﹤0.01%	774

Other funds holding UTZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

CCM

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Park Square Financial Group's UTZ Position: Q1 2025 in Review

Park Square Financial Group sold out of Utz Brands (UTZ) in Q1 2025, closing a stake of 200 shares — an estimated $3.13K sold.

Park Square Financial Group first reported a position in UTZ in Q4 2024 and held it in 1 quarter. The position peaked at $3.13K in Q4 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

Park Square Financial Group reported no remaining Utz Brands position as of Q1 2025 after selling out during the quarter.
Park Square Financial Group sold 200 Utz Brands shares in Q1 2025, an estimated $3.13K.
Park Square Financial Group first reported a position in Utz Brands in Q4 2024 and held it in 1 quarter.
Park Square Financial Group's Utz Brands position peaked at $3.13K in Q4 2024.
238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on Park Square Financial Group's 13F filing for Q1 2025, filed 1 May 2025.