Pathstone Family Office »

Utz Brands shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Utz Brands (UTZ) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office investment in Utz Brands

Tip: Access up to 7 years of quarterly data

All positions including Utz Brands held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Utz Brands by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.0M 301k 13.43
2023-06-30 $4.9M 300k 16.36
2023-03-31 $4.9M 300k 16.47
2022-12-31 $272k 299k 0.91
2022-09-30 $4.5M 297k 15.10

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding Utz Brands

Vanguard Group
Jpmorgan Chase & Co
Neuberger Berman Group
Df Dent & Co
Bamco
Copeland Capital Management
Millennium Management
Goldman Sachs Group
Dimensional Fund Advisors
Jennison Associates
Jennifer Ranahan
ClearBridge Advisors
Emerald Advisers
Advisors Capital Management
Emerald Mutual Fund Advisers, Trust

View all funds holding Utz Brands