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Raymond James Financial Services Advisors’s Utz Brands UTZ Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$414K Sell
23,393
-3,054
-12% -$50.7K ﹤0.01% 2750
2024
Q2 		$440K Sell
26,447
-4,882
-16% -$87.9K ﹤0.01% 2630
2024
Q1 		$578K Buy
31,329
+710
+2% +$12.6K ﹤0.01% 2413
2023
Q4 		$497K Sell
30,619
-20,564
-40% -$271K ﹤0.01% 2425
2023
Q3 		$687K Buy
51,183
+1,918
+4% +$29.6K ﹤0.01% 2132
2023
Q2 		$806K Buy
49,265
+7,653
+18% +$131K ﹤0.01% 2050
2023
Q1 		$685K Sell
41,612
-861
-2% -$14.2K ﹤0.01% 2139
2022
Q4 		$674K Sell
42,473
-7,194
-14% -$119K ﹤0.01% 2098
2022
Q3 		$750K Buy
49,667
+7,007
+16% +$114K ﹤0.01% 2003
2022
Q2 		$590K Sell
42,660
-9,593
-18% -$133K ﹤0.01% 2162
2022
Q1 		$772K Sell
52,253
-3,449
-6% -$53.9K ﹤0.01% 2117
2021
Q4 		$888K Sell
55,702
-19,148
-26% -$305K ﹤0.01% 2046
2021
Q3 		$1.28M Buy
74,850
+11,338
+18% +$230K ﹤0.01% 1776
2021
Q2 		$1.38M Sell
63,512
-781
-1% -$19.5K ﹤0.01% 1720
2021
Q1 		$1.59M Buy
64,293
+48,643
+311% +$1.18M ﹤0.01% 1534
2020
Q4 		$345K Buy
+15,650
New +$297K ﹤0.01% 2378

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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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 $240B AUM 35.51% 1-Year Est. Return

Raymond James Financial Services Advisors's UTZ Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Utz Brands (UTZ) stake by 12% in Q3 2024, selling an estimated $50.7K and leaving 23,393 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Raymond James Financial Services Advisors first reported a position in UTZ in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.59M in Q1 2021. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

  • Raymond James Financial Services Advisors held 23,393 shares of Utz Brands worth $414K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 3,054 Utz Brands shares in Q3 2024, an estimated $50.7K.
  • Utz Brands made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2750 holding.
  • Raymond James Financial Services Advisors first reported a position in Utz Brands in Q4 2020 and has held it in 16 quarters since.
  • Raymond James Financial Services Advisors's Utz Brands position peaked at $1.59M in Q1 2021.
  • 213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.