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Verdence Capital Advisors’s Utz Brands UTZ Stock Holding History

Verdence Capital 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
2024
Q3 		– Sell
-18,506
Closed -$308K – 661
2024
Q2 		$308K Sell
18,506
-4,240
-19% -$76.3K 0.03% 459
2024
Q1 		$419K Buy
22,746
+7,091
+45% +$126K 0.04% 377
2023
Q4 		$254K Sell
15,655
-5,765
-27% -$76.1K 0.02% 505
2023
Q3 		$288K Buy
21,420
+10,278
+92% +$158K 0.03% 447
2023
Q2 		$182K Sell
11,142
-1,264
-10% -$21.7K 0.02% 513
2023
Q1 		$204K Sell
12,406
-2,059
-14% -$34.1K 0.02% 511
2022
Q4 		$229K Sell
14,465
-33
-0.2% -$547 0.03% 445
2022
Q3 		$219K Buy
14,498
+8
+0.1% +$130 0.03% 469
2022
Q2 		$200K Buy
+14,490
New +$201K 0.03% 489

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

Verdence Capital Advisors's UTZ Position: Q3 2024 in Review

Verdence Capital Advisors sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 18,506 shares — an estimated $308K sold.

Verdence Capital Advisors first reported a position in UTZ in Q2 2022 and held it in 9 quarters. The position peaked at $419K in Q1 2024. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

  • Verdence Capital Advisors reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
  • Verdence Capital Advisors sold 18,506 Utz Brands shares in Q3 2024, an estimated $308K.
  • Verdence Capital Advisors first reported a position in Utz Brands in Q2 2022 and held it in 9 quarters.
  • Verdence Capital Advisors's Utz Brands position peaked at $419K in Q1 2024.
  • 213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on Verdence Capital Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.