Plante Moran Financial Advisors’s Utz Brands UTZ Stock Holding History

Plante Moran 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
2021 Q3	–	Sell	-200	Closed	-$4K	–	1024
2021 Q2	$4K	Buy	+200	New	+$4.99K	﹤0.01%	830

Other funds holding UTZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's UTZ Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of Utz Brands (UTZ) in Q3 2021, closing a stake of 200 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in UTZ in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 136 funds tracked by Wall St. Rank hold UTZ as of Q3 2021.

Plante Moran Financial Advisors reported no remaining Utz Brands position as of Q3 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 200 Utz Brands shares in Q3 2021, an estimated $4K.
Plante Moran Financial Advisors first reported a position in Utz Brands in Q2 2021 and held it in 1 quarter.
Plante Moran Financial Advisors's Utz Brands position peaked at $4K in Q2 2021.
136 funds tracked by Wall St. Rank held Utz Brands as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.