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Retirement Planning Company of New England’s Dutch Bros BROS Stock Holding History

Retirement Planning Company of New England’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
-405
Closed -$20K – 301
2021
Q4 		$20K Buy
+405
New +$22.5K 0.01% 529

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Retirement Planning Company of New England's BROS Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Dutch Bros (BROS) in Q1 2022, closing a stake of 405 shares — an estimated $20K sold.

Retirement Planning Company of New England first reported a position in BROS in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 193 funds tracked by Wall St. Rank hold BROS as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Dutch Bros position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 405 Dutch Bros shares in Q1 2022, an estimated $20K.
  • Retirement Planning Company of New England first reported a position in Dutch Bros in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Dutch Bros position peaked at $20K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.