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Dakota Wealth Management’s Dutch Bros BROS Stock Holding History

Dakota Wealth Management’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
2022
Q1 		– Sell
-7,251
Closed -$369K – 457
2021
Q4 		$369K Buy
+7,251
New +$403K 0.04% 282

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dakota Wealth Management's BROS Position: Q1 2022 in Review

Dakota Wealth Management sold out of Dutch Bros (BROS) in Q1 2022, closing a stake of 7,251 shares — an estimated $369K sold.

Dakota Wealth Management first reported a position in BROS in Q4 2021 and held it in 1 quarter. The position peaked at $369K in Q4 2021. 193 funds tracked by Wall St. Rank hold BROS as of Q1 2022.

  • Dakota Wealth Management reported no remaining Dutch Bros position as of Q1 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 7,251 Dutch Bros shares in Q1 2022, an estimated $369K.
  • Dakota Wealth Management first reported a position in Dutch Bros in Q4 2021 and held it in 1 quarter.
  • Dakota Wealth Management's Dutch Bros position peaked at $369K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2022.

Based on Dakota Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.