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WealthPLAN Partners’s Dutch Bros BROS Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-900
Closed -$25.6K – 416
2023
Q2 		$25.6K Hold
900
– – ﹤0.01% 632
2023
Q1 		$28.5K Buy
+900
New +$30.5K ﹤0.01% 659

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthPLAN Partners's BROS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Dutch Bros (BROS) in Q3 2023, closing a stake of 900 shares — an estimated $25.6K sold.

WealthPLAN Partners first reported a position in BROS in Q1 2023 and held it in 2 quarters. The position peaked at $28.5K in Q1 2023. 190 funds tracked by Wall St. Rank hold BROS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Dutch Bros position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 900 Dutch Bros shares in Q3 2023, an estimated $25.6K.
  • WealthPLAN Partners first reported a position in Dutch Bros in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Dutch Bros position peaked at $28.5K in Q1 2023.
  • 190 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.