CWA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $109B AUM 35.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return