RWMG
BROS icon

Redwood Wealth Management Group’s Dutch Bros BROS Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-1,750
Closed -$72.5K – 292
2024
Q2 		$72.5K Buy
+1,750
New +$60.1K 0.05% 244

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Redwood Wealth Management Group's BROS Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Dutch Bros (BROS) in Q3 2024, closing a stake of 1,750 shares — an estimated $72.5K sold.

Redwood Wealth Management Group first reported a position in BROS in Q2 2024 and held it in 1 quarter. The position peaked at $72.5K in Q2 2024. 346 funds tracked by Wall St. Rank hold BROS as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Dutch Bros position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,750 Dutch Bros shares in Q3 2024, an estimated $72.5K.
  • Redwood Wealth Management Group first reported a position in Dutch Bros in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Dutch Bros position peaked at $72.5K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.