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Spectrum Wealth Counsel’s Utz Brands UTZ Stock Holding History

Spectrum Wealth Counsel’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 		$704 Hold
50
– – ﹤0.01% 347
2024
Q4 		$783 Buy
+50
New +$845 ﹤0.01% 347

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $4.5B AUM 18.67% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spectrum Wealth Counsel's UTZ Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Utz Brands (UTZ) position steady in Q1 2025 at 50 shares worth $704. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Spectrum Wealth Counsel first reported a position in UTZ in Q4 2024 and has held it in 2 quarters since. The position peaked at $783 in Q4 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

  • Spectrum Wealth Counsel held 50 shares of Utz Brands worth $704 as of Q1 2025.
  • Spectrum Wealth Counsel left its Utz Brands share count unchanged in Q1 2025.
  • Utz Brands made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #347 holding.
  • Spectrum Wealth Counsel first reported a position in Utz Brands in Q4 2024 and has held it in 2 quarters since.
  • Spectrum Wealth Counsel's Utz Brands position peaked at $783 in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.