WMP
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Wealth Management Partners’s Dutch Bros BROS Stock Holding History

Wealth Management Partners’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
Q3 		– Sell
-12,859
Closed -$532K – 113
2024
Q2 		$532K Sell
12,859
-5,931
-32% -$204K 0.26% 62
2024
Q1 		$620K Buy
18,790
+756
+4% +$22.3K 0.31% 64
2023
Q4 		$571K Sell
18,034
-5,618
-24% -$153K 0.32% 63
2023
Q3 		$550K Buy
23,652
+172
+0.7% +$4.9K 0.34% 60
2023
Q2 		$668K Hold
23,480
– – 0.42% 51
2023
Q1 		$743K Buy
23,480
+480
+2% +$16.2K 0.52% 43
2022
Q4 		$645K Hold
23,000
– – 0.54% 44
2022
Q3 		$710K Buy
23,000
+1,000
+5% +$37.6K 0.62% 44
2022
Q2 		$691K Buy
+22,000
New +$902K 0.6% 40
2022
Q1 		– Sell
-15,000
Closed -$764K – 115
2021
Q4 		$764K Buy
+15,000
New +$833K 0.52% 46

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return