Venturi Wealth Management’s Utz Brands UTZ Stock Holding History

Venturi 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 Q1	–	Sell	-3,450	Closed	-$54K	–	1776
2024 Q4	$54K	Buy	+3,450	New	+$58.3K	﹤0.01%	994

Other funds holding UTZ

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Venturi Wealth Management's UTZ Position: Q1 2025 in Review

Venturi Wealth Management sold out of Utz Brands (UTZ) in Q1 2025, closing a stake of 3,450 shares — an estimated $54K sold.

Venturi Wealth Management first reported a position in UTZ in Q4 2024 and held it in 1 quarter. The position peaked at $54K in Q4 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

Venturi Wealth Management reported no remaining Utz Brands position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 3,450 Utz Brands shares in Q1 2025, an estimated $54K.
Venturi Wealth Management first reported a position in Utz Brands in Q4 2024 and held it in 1 quarter.
Venturi Wealth Management's Utz Brands position peaked at $54K in Q4 2024.
238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.