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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
2022
Q3 		– Sell
-1,000
Closed -$3K – 94
2022
Q2 		$3K Buy
+1,000
New +$41K ﹤0.01% 96

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 $110B AUM 4.8% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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 $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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Wealth Management Partners's BROS Position: Q3 2024 in Review

Wealth Management Partners sold out of Dutch Bros (BROS) in Q3 2024, closing a stake of 12,859 shares — an estimated $532K sold.

Wealth Management Partners first reported a position in BROS in Q4 2021 and held it in 10 quarters. The position peaked at $764K in Q4 2021. 346 funds tracked by Wall St. Rank hold BROS as of Q3 2024.

  • Wealth Management Partners reported no remaining Dutch Bros position as of Q3 2024 after selling out during the quarter.
  • Wealth Management Partners sold 12,859 Dutch Bros shares in Q3 2024, an estimated $532K.
  • Wealth Management Partners first reported a position in Dutch Bros in Q4 2021 and held it in 10 quarters.
  • Wealth Management Partners's Dutch Bros position peaked at $764K in Q4 2021.
  • 346 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2024.

Based on Wealth Management Partners's 13F filing for Q3 2024, filed 21 Oct 2024.