Ten Capital Wealth Advisors’s Dutch Bros BROS Stock Holding History

Ten Capital 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	-415	Closed	-$13.1K	–	228
2023 Q1	$13.1K	Hold	415	–	–	﹤0.01%	342
2022 Q4	$11.7K	Hold	415	–	–	﹤0.01%	291
2022 Q3	$13K	Hold	415	–	–	0.01%	273
2022 Q2	$13K	Hold	415	–	–	0.01%	240
2022 Q1	$23K	Buy	415 +50	+14%	+$2.55K	0.01%	201
2021 Q4	$19K	Buy	365 +100	+38%	+$5.55K	0.01%	222
2021 Q3	$11K	Buy	+265	New	+$12.6K	0.01%	261

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

Ten Capital Wealth Advisors's BROS Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Dutch Bros (BROS) in Q2 2023, closing a stake of 415 shares — an estimated $13.1K sold.

Ten Capital Wealth Advisors first reported a position in BROS in Q3 2021 and held it in 7 quarters. The position peaked at $23K in Q1 2022. 187 funds tracked by Wall St. Rank hold BROS as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Dutch Bros position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 415 Dutch Bros shares in Q2 2023, an estimated $13.1K.
Ten Capital Wealth Advisors first reported a position in Dutch Bros in Q3 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's Dutch Bros position peaked at $23K in Q1 2022.
187 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.