Tidemark’s Dutch Bros BROS Stock Holding History

Tidemark’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
2024 Q1	–	Sell	-32	Closed	-$1.01K	–	697
2023 Q4	$1.01K	Buy	+32	New	+$872	﹤0.01%	640

Other funds holding BROS

TCP

TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Tidemark's BROS Position: Q1 2024 in Review

Tidemark sold out of Dutch Bros (BROS) in Q1 2024, closing a stake of 32 shares — an estimated $1.01K sold.

Tidemark first reported a position in BROS in Q4 2023 and held it in 1 quarter. The position peaked at $1.01K in Q4 2023. 271 funds tracked by Wall St. Rank hold BROS as of Q1 2024.

Tidemark reported no remaining Dutch Bros position as of Q1 2024 after selling out during the quarter.
Tidemark sold 32 Dutch Bros shares in Q1 2024, an estimated $1.01K.
Tidemark first reported a position in Dutch Bros in Q4 2023 and held it in 1 quarter.
Tidemark's Dutch Bros position peaked at $1.01K in Q4 2023.
271 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.