Valeo Financial Advisors’s Utz Brands UTZ Stock Holding History

Valeo Financial 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
2020 Q4	–	Sell	-50	Closed	-$1K	–	1857
2020 Q3	$1K	Buy	+50	New	+$758	﹤0.01%	1539

Other funds holding UTZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

ECM

Engle Capital Management Greenwich, Connecticut $364M AUM 109.47% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Valeo Financial Advisors's UTZ Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Utz Brands (UTZ) in Q4 2020, closing a stake of 50 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in UTZ in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 117 funds tracked by Wall St. Rank hold UTZ as of Q4 2020.

Valeo Financial Advisors reported no remaining Utz Brands position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 50 Utz Brands shares in Q4 2020, an estimated $1K.
Valeo Financial Advisors first reported a position in Utz Brands in Q3 2020 and held it in 1 quarter.
Valeo Financial Advisors's Utz Brands position peaked at $1K in Q3 2020.
117 funds tracked by Wall St. Rank held Utz Brands as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.