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Selective Wealth Management’s Dutch Bros BROS Stock Holding History

Selective 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
Q3 		– Sell
-94
Closed -$3K – 766
2022
Q2 		$3K Hold
94
– – ﹤0.01% 665
2022
Q1 		$5K Buy
+94
New +$4.8K ﹤0.01% 594

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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Selective Wealth Management's BROS Position: Q3 2022 in Review

Selective Wealth Management sold out of Dutch Bros (BROS) in Q3 2022, closing a stake of 94 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in BROS in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 191 funds tracked by Wall St. Rank hold BROS as of Q3 2022.

  • Selective Wealth Management reported no remaining Dutch Bros position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 94 Dutch Bros shares in Q3 2022, an estimated $3K.
  • Selective Wealth Management first reported a position in Dutch Bros in Q1 2022 and held it in 2 quarters.
  • Selective Wealth Management's Dutch Bros position peaked at $5K in Q1 2022.
  • 191 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.