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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 $114M AUM 5.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Atria Wealth Solutions's BROS Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Dutch Bros (BROS) in Q2 2023, closing a stake of 8,585 shares — an estimated $272K sold.

Atria Wealth Solutions first reported a position in BROS in Q1 2022 and held it in 5 quarters. The position peaked at $494K in Q1 2022. 187 funds tracked by Wall St. Rank hold BROS as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Dutch Bros position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,585 Dutch Bros shares in Q2 2023, an estimated $272K.
  • Atria Wealth Solutions first reported a position in Dutch Bros in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Dutch Bros position peaked at $494K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.