SeaCrest Wealth Management’s Utz Brands UTZ Stock Holding History

SeaCrest Wealth Management’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	-38,460	Closed	-$640K	–	666
2024 Q2	$640K	Sell	38,460 -285	-0.7%	-$5.13K	0.07%	266
2024 Q1	$714K	Sell	38,745 -540	-1%	-$9.61K	0.09%	236
2023 Q4	$675K	Buy	+39,285	New	+$518K	0.08%	247
2021 Q2	–	Sell	-8,500	Closed	-$211K	–	720
2021 Q1	$211K	Buy	+8,500	New	+$206K	0.03%	595

Other funds holding UTZ

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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 New York $276B AUM 44.8% 1-Year Est. Return

SeaCrest Wealth Management's UTZ Position: Q3 2024 in Review

SeaCrest Wealth Management sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 38,460 shares — an estimated $640K sold.

SeaCrest Wealth Management first reported a position in UTZ in Q1 2021 and held it in 4 quarters. The position peaked at $714K in Q1 2024. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

SeaCrest Wealth Management reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
SeaCrest Wealth Management sold 38,460 Utz Brands shares in Q3 2024, an estimated $640K.
SeaCrest Wealth Management first reported a position in Utz Brands in Q1 2021 and held it in 4 quarters.
SeaCrest Wealth Management's Utz Brands position peaked at $714K in Q1 2024.
213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on SeaCrest Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.