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Sugarloaf Wealth Management’s Dutch Bros BROS Stock Holding History

Sugarloaf 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
2023
Q1 		– Sell
-100
Closed -$2.82K – 716
2022
Q4 		$2.82K Hold
100
– – ﹤0.01% 639
2022
Q3 		$4K Buy
+100
New +$3.76K ﹤0.01% 641
2022
Q2 		– Sell
-175
Closed -$10K – 783
2022
Q1 		$10K Buy
175
+75
+75% +$3.83K ﹤0.01% 489
2021
Q4 		$5K Buy
+100
New +$5.55K ﹤0.01% 587

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

Sugarloaf Wealth Management's BROS Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Dutch Bros (BROS) in Q1 2023, closing a stake of 100 shares — an estimated $2.82K sold.

Sugarloaf Wealth Management first reported a position in BROS in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 187 funds tracked by Wall St. Rank hold BROS as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Dutch Bros position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Dutch Bros shares in Q1 2023, an estimated $2.82K.
  • Sugarloaf Wealth Management first reported a position in Dutch Bros in Q4 2021 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Dutch Bros position peaked at $10K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.