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Triad Wealth Partners’s Utz Brands UTZ Stock Holding History

Triad 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
2024
Q3 		– Sell
-247
Closed -$4.11K – 878
2024
Q2 		$4.11K Buy
+247
New +$4.45K ﹤0.01% 614

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BAMCO Inc
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
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Triad Wealth Partners's UTZ Position: Q3 2024 in Review

Triad Wealth Partners sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 247 shares — an estimated $4.11K sold.

Triad Wealth Partners first reported a position in UTZ in Q2 2024 and held it in 1 quarter. The position peaked at $4.11K in Q2 2024. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

  • Triad Wealth Partners reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 247 Utz Brands shares in Q3 2024, an estimated $4.11K.
  • Triad Wealth Partners first reported a position in Utz Brands in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Utz Brands position peaked at $4.11K in Q2 2024.
  • 213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.