Spire Wealth Management’s Utz Brands UTZ Stock Holding History

Spire 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
2025 Q3	–	Sell	-400	Closed	-$5.02K	–	2493
2025 Q2	$5.02K	Sell	400 -19	-5%	-$249	﹤0.01%	1944
2025 Q1	$5.9K	Sell	419 -67	-14%	-$922	﹤0.01%	2012
2024 Q4	$7.61K	Hold	486	–	–	﹤0.01%	1917
2024 Q3	$8.6K	Sell	486 -114	-19%	-$1.89K	﹤0.01%	1678
2024 Q2	$9.98K	Sell	600 -30	-5%	-$540	﹤0.01%	1633
2024 Q1	$11.6K	Hold	630	–	–	﹤0.01%	1671
2023 Q4	$10.2K	Hold	630	–	–	﹤0.01%	1755
2023 Q3	$8.46K	Hold	630	–	–	﹤0.01%	1779
2023 Q2	$10.3K	Hold	630	–	–	﹤0.01%	1807
2023 Q1	$10.4K	Hold	630	–	–	﹤0.01%	1831
2022 Q4	$10K	Hold	630	–	–	﹤0.01%	1628
2022 Q3	$10K	Sell	630 -5	-0.8%	-$81	﹤0.01%	1578
2022 Q2	$9K	Sell	635 -30	-5%	-$417	﹤0.01%	1969
2022 Q1	$10K	Buy	665 +15	+2%	+$234	﹤0.01%	2045
2021 Q4	$10K	Buy	+650	New	+$10.3K	﹤0.01%	2395

Other funds holding UTZ

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return