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Tradition Wealth Management’s Dutch Bros BROS Stock Holding History

Tradition 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
2024
Q1 		– Sell
-550
Closed -$17K – 481
2023
Q4 		$17K Buy
+550
New +$15K ﹤0.01% 878
2022
Q4 		– Sell
-90
Closed -$3K – 1163
2022
Q3 		$3K Hold
90
– – ﹤0.01% 1141
2022
Q2 		$3K Sell
90
-100
-53% -$4.1K ﹤0.01% 1033
2022
Q1 		$11K Buy
190
+15
+9% +$765 ﹤0.01% 869
2021
Q4 		$9K Buy
+175
New +$9.71K ﹤0.01% 935

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Balyasny Asset Management
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Tradition Wealth Management's BROS Position: Q1 2024 in Review

Tradition Wealth Management sold out of Dutch Bros (BROS) in Q1 2024, closing a stake of 550 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in BROS in Q4 2021 and held it in 5 quarters. The position peaked at $17K in Q4 2023. 271 funds tracked by Wall St. Rank hold BROS as of Q1 2024.

  • Tradition Wealth Management reported no remaining Dutch Bros position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 550 Dutch Bros shares in Q1 2024, an estimated $17K.
  • Tradition Wealth Management first reported a position in Dutch Bros in Q4 2021 and held it in 5 quarters.
  • Tradition Wealth Management's Dutch Bros position peaked at $17K in Q4 2023.
  • 271 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.