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Raymond James & Associates’s Utz Brands UTZ Stock Holding History

Raymond James & Associates’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
2024
Q3 		– Sell
-15,966
Closed -$266K – 4109
2024
Q2 		$266K Sell
15,966
-1,549
-9% -$27.9K ﹤0.01% 3439
2024
Q1 		$323K Sell
17,515
-863
-5% -$15.4K ﹤0.01% 3336
2023
Q4 		$298K Buy
18,378
+543
+3% +$7.17K ﹤0.01% 3279
2023
Q3 		$240K Buy
17,835
+3,833
+27% +$59.1K ﹤0.01% 3360
2023
Q2 		$229K Buy
14,002
+549
+4% +$9.43K ﹤0.01% 3408
2023
Q1 		$222K Sell
13,453
-289
-2% -$4.78K ﹤0.01% 3438
2022
Q4 		$218K Buy
13,742
+189
+1% +$3.13K ﹤0.01% 3407
2022
Q3 		$205K Buy
13,553
+1,510
+13% +$24.5K ﹤0.01% 3433
2022
Q2 		$166K Buy
+12,043
New +$167K ﹤0.01% 3569

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Raymond James & Associates's UTZ Position: Q3 2024 in Review

Raymond James & Associates sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 15,966 shares — an estimated $266K sold.

Raymond James & Associates first reported a position in UTZ in Q2 2022 and held it in 9 quarters. The position peaked at $323K in Q1 2024. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

  • Raymond James & Associates reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
  • Raymond James & Associates sold 15,966 Utz Brands shares in Q3 2024, an estimated $266K.
  • Raymond James & Associates first reported a position in Utz Brands in Q2 2022 and held it in 9 quarters.
  • Raymond James & Associates's Utz Brands position peaked at $323K in Q1 2024.
  • 213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.