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Atria Wealth Solutions’s Dutch Bros BROS Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-8,585
Closed -$272K – 1879
2023
Q1 		$272K Buy
8,585
+779
+10% +$26.4K ﹤0.01% 1474
2022
Q4 		$220K Sell
7,806
-1,656
-18% -$54.8K ﹤0.01% 1552
2022
Q3 		$295K Sell
9,462
-539
-5% -$20.3K 0.01% 1310
2022
Q2 		$317K Buy
10,001
+1,071
+12% +$43.9K 0.01% 1189
2022
Q1 		$494K Buy
+8,930
New +$456K 0.01% 1075

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return