Cypress Capital Management (Wyoming)’s Dutch Bros BROS Stock Holding History

Cypress Capital Management (Wyoming)’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	-400	Closed	-$12.7K	–	176
2023 Q1	$12.7K	Hold	400	–	–	0.01%	95
2022 Q4	$11.3K	Hold	400	–	–	0.01%	103
2022 Q3	$12K	Sell	400 -200	-33%	-$7.53K	0.02%	102
2022 Q2	$19K	Buy	+600	New	+$24.6K	0.02%	92
2022 Q1	–	Sell	-33,108	Closed	-$1.69M	–	191
2021 Q4	$1.69M	Buy	33,108 +32,908	+16,454%	+$1.83M	1.41%	23
2021 Q3	$9K	Buy	+200	New	+$9.5K	0.01%	177

Other funds holding BROS

TCP

TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s BROS Position: Q2 2023 in Review

Cypress Capital Management (Wyoming) sold out of Dutch Bros (BROS) in Q2 2023, closing a stake of 400 shares — an estimated $12.7K sold.

Cypress Capital Management (Wyoming) first reported a position in BROS in Q3 2021 and held it in 6 quarters. The position peaked at $1.69M in Q4 2021. 187 funds tracked by Wall St. Rank hold BROS as of Q2 2023.

Cypress Capital Management (Wyoming) reported no remaining Dutch Bros position as of Q2 2023 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 400 Dutch Bros shares in Q2 2023, an estimated $12.7K.
Cypress Capital Management (Wyoming) first reported a position in Dutch Bros in Q3 2021 and held it in 6 quarters.
Cypress Capital Management (Wyoming)'s Dutch Bros position peaked at $1.69M in Q4 2021.
187 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2023.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q2 2023, filed 1 Aug 2023.