AWM
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Abound Wealth Management’s Dutch Bros BROS Stock Holding History

Abound Wealth Management’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-950
Closed -$30.4K – 1245
2024
Q3 		$30.4K Hold
950
– – 0.01% 229
2024
Q2 		$39.3K Buy
+950
New +$32.6K 0.01% 177
2023
Q4 		– Sell
-100
Closed -$2.33K – 1359
2023
Q3 		$2.33K Buy
+100
New +$2.85K ﹤0.01% 598

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Abound Wealth Management's BROS Position: Q4 2024 in Review

Abound Wealth Management sold out of Dutch Bros (BROS) in Q4 2024, closing a stake of 950 shares — an estimated $30.4K sold.

Abound Wealth Management first reported a position in BROS in Q3 2023 and held it in 3 quarters. The position peaked at $39.3K in Q2 2024. 400 funds tracked by Wall St. Rank hold BROS as of Q4 2024.

  • Abound Wealth Management reported no remaining Dutch Bros position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 950 Dutch Bros shares in Q4 2024, an estimated $30.4K.
  • Abound Wealth Management first reported a position in Dutch Bros in Q3 2023 and held it in 3 quarters.
  • Abound Wealth Management's Dutch Bros position peaked at $39.3K in Q2 2024.
  • 400 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.