TCI Wealth Advisors’s Dutch Bros BROS Stock Holding History

TCI 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 Q2	–	Sell	-120	Closed	-$3.8K	–	493
2023 Q1	$3.8K	Buy	+120	New	+$4.06K	﹤0.01%	1721

Other funds holding BROS

TCP

TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

TCI Wealth Advisors's BROS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Dutch Bros (BROS) in Q2 2023, closing a stake of 120 shares — an estimated $3.8K sold.

TCI Wealth Advisors first reported a position in BROS in Q1 2023 and held it in 1 quarter. The position peaked at $3.8K in Q1 2023. 187 funds tracked by Wall St. Rank hold BROS as of Q2 2023.

TCI Wealth Advisors reported no remaining Dutch Bros position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 120 Dutch Bros shares in Q2 2023, an estimated $3.8K.
TCI Wealth Advisors first reported a position in Dutch Bros in Q1 2023 and held it in 1 quarter.
TCI Wealth Advisors's Dutch Bros position peaked at $3.8K in Q1 2023.
187 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.