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SOA Wealth Advisors’s Dutch Bros BROS Stock Holding History

SOA Wealth 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
2023
Q1 		– Sell
-200
Closed -$5.64K – 971
2022
Q4 		$5.64K Hold
200
– – ﹤0.01% 609
2022
Q3 		$6K Sell
200
-125
-38% -$4.71K ﹤0.01% 574
2022
Q2 		$10K Sell
325
-125
-28% -$5.12K ﹤0.01% 490
2022
Q1 		$24K Buy
+450
New +$23K 0.01% 429

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SOA Wealth Advisors's BROS Position: Q1 2023 in Review

SOA Wealth Advisors sold out of Dutch Bros (BROS) in Q1 2023, closing a stake of 200 shares — an estimated $5.64K sold.

SOA Wealth Advisors first reported a position in BROS in Q1 2022 and held it in 4 quarters. The position peaked at $24K in Q1 2022. 187 funds tracked by Wall St. Rank hold BROS as of Q1 2023.

  • SOA Wealth Advisors reported no remaining Dutch Bros position as of Q1 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 200 Dutch Bros shares in Q1 2023, an estimated $5.64K.
  • SOA Wealth Advisors first reported a position in Dutch Bros in Q1 2022 and held it in 4 quarters.
  • SOA Wealth Advisors's Dutch Bros position peaked at $24K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2023.

Based on SOA Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.