Insight Advisors’s Dutch Bros BROS Stock Holding History

Insight 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
2021 Q4	–	Sell	-3,180	Closed	-$222K	–	315
2021 Q3	$222K	Buy	+3,180	New	+$151K	0.07%	280

Other funds holding BROS

TCP

TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Insight Advisors's BROS Position: Q4 2021 in Review

Insight Advisors sold out of Dutch Bros (BROS) in Q4 2021, closing a stake of 3,180 shares — an estimated $222K sold.

Insight Advisors first reported a position in BROS in Q3 2021 and held it in 1 quarter. The position peaked at $222K in Q3 2021. 148 funds tracked by Wall St. Rank hold BROS as of Q4 2021.

Insight Advisors reported no remaining Dutch Bros position as of Q4 2021 after selling out during the quarter.
Insight Advisors sold 3,180 Dutch Bros shares in Q4 2021, an estimated $222K.
Insight Advisors first reported a position in Dutch Bros in Q3 2021 and held it in 1 quarter.
Insight Advisors's Dutch Bros position peaked at $222K in Q3 2021.
148 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2021.

Based on Insight Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.