SWP
UTZ icon

Stratos Wealth Partners’s Utz Brands UTZ Stock Holding History

Stratos Wealth Partners’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
2021
Q4 		– Sell
-11,200
Closed -$192K – 1303
2021
Q3 		$192K Buy
11,200
+1,150
+11% +$23.4K ﹤0.01% 1114
2021
Q2 		$219K Buy
10,050
+100
+1% +$2.5K 0.01% 1088
2021
Q1 		$247K Buy
9,950
+850
+9% +$20.6K 0.01% 962
2020
Q4 		$201K Buy
+9,100
New +$173K 0.01% 1005

Other funds holding UTZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Stratos Wealth Partners's UTZ Position: Q4 2021 in Review

Stratos Wealth Partners sold out of Utz Brands (UTZ) in Q4 2021, closing a stake of 11,200 shares — an estimated $192K sold.

Stratos Wealth Partners first reported a position in UTZ in Q4 2020 and held it in 4 quarters. The position peaked at $247K in Q1 2021. 148 funds tracked by Wall St. Rank hold UTZ as of Q4 2021.

  • Stratos Wealth Partners reported no remaining Utz Brands position as of Q4 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,200 Utz Brands shares in Q4 2021, an estimated $192K.
  • Stratos Wealth Partners first reported a position in Utz Brands in Q4 2020 and held it in 4 quarters.
  • Stratos Wealth Partners's Utz Brands position peaked at $247K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Utz Brands as of Q4 2021.

Based on Stratos Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.