TCI Wealth Advisors’s Utz Brands UTZ Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-51	Closed	-$840	–	2138
2023 Q1	$840	Hold	51	–	–	﹤0.01%	2137
2022 Q4	$809	Buy	+51	New	+$846	﹤0.01%	2145
2022 Q2	–	Sell	-245	Closed	-$4K	–	2527
2022 Q1	$4K	Buy	+245	New	+$3.83K	﹤0.01%	1802

Other funds holding UTZ

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

TCI Wealth Advisors's UTZ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Utz Brands (UTZ) in Q2 2023, closing a stake of 51 shares — an estimated $840 sold.

TCI Wealth Advisors first reported a position in UTZ in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 187 funds tracked by Wall St. Rank hold UTZ as of Q2 2023.

TCI Wealth Advisors reported no remaining Utz Brands position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 51 Utz Brands shares in Q2 2023, an estimated $840.
TCI Wealth Advisors first reported a position in Utz Brands in Q1 2022 and held it in 3 quarters.
TCI Wealth Advisors's Utz Brands position peaked at $4K in Q1 2022.
187 funds tracked by Wall St. Rank held Utz Brands as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.