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Institutional & Family Asset Management’s Dutch Bros BROS Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-100
Closed -$4K – 817
2021
Q3 		$4K Buy
+100
New +$4.75K ﹤0.01% 691

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Institutional & Family Asset Management's BROS Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Dutch Bros (BROS) in Q4 2021, closing a stake of 100 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in BROS in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 148 funds tracked by Wall St. Rank hold BROS as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Dutch Bros position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 100 Dutch Bros shares in Q4 2021, an estimated $4K.
  • Institutional & Family Asset Management first reported a position in Dutch Bros in Q3 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Dutch Bros position peaked at $4K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.