Clearview Wealth Advisors’s Dutch Bros BROS Stock Holding History

Clearview Wealth Advisors’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	-6,761	Closed	-$217K	–	96
2024 Q3	$217K	Hold	6,761	–	–	0.17%	91
2024 Q2	$280K	Hold	6,761	–	–	0.24%	78
2024 Q1	$223K	Sell	6,761 -234	-3%	-$6.9K	0.23%	99
2023 Q4	$222K	Buy	+6,995	New	+$191K	0.26%	107
2023 Q3	–	Sell	-6,995	Closed	-$199K	–	178
2023 Q2	$199K	Hold	6,995	–	–	0.2%	110
2023 Q1	$221K	Sell	6,995 -35	-0.5%	-$1.19K	0.22%	113
2022 Q4	$198K	Sell	7,030 -5	-0.1%	-$165	0.15%	94
2022 Q3	$219K	Buy	7,035 +2,618	+59%	+$98.5K	0.17%	78
2022 Q2	$140K	Buy	4,417 +1,358	+44%	+$55.7K	0.1%	96
2022 Q1	$169K	Buy	3,059 +1,080	+55%	+$55.1K	0.11%	91
2021 Q4	$101K	Buy	1,979 +1,685	+573%	+$93.5K	0.06%	153
2021 Q3	$13K	Buy	+294	New	+$14K	0.01%	381

Other funds holding BROS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Clearview Wealth Advisors's BROS Position: Q4 2024 in Review

Clearview Wealth Advisors sold out of Dutch Bros (BROS) in Q4 2024, closing a stake of 6,761 shares — an estimated $217K sold.

Clearview Wealth Advisors first reported a position in BROS in Q3 2021 and held it in 12 quarters. The position peaked at $280K in Q2 2024. 400 funds tracked by Wall St. Rank hold BROS as of Q4 2024.

Clearview Wealth Advisors reported no remaining Dutch Bros position as of Q4 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 6,761 Dutch Bros shares in Q4 2024, an estimated $217K.
Clearview Wealth Advisors first reported a position in Dutch Bros in Q3 2021 and held it in 12 quarters.
Clearview Wealth Advisors's Dutch Bros position peaked at $280K in Q2 2024.
400 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2024.

Based on Clearview Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.