Wipfli Financial Advisors’s Dutch Bros BROS Stock Holding History

Wipfli Financial Advisors’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	$37K	Buy	+1,200	New	+$45.2K	﹤0.01%	1252

Other funds holding BROS

TCP

TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wipfli Financial Advisors's BROS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Dutch Bros (BROS) in Q3 2022: 1,200 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #1252 among its holdings.

191 funds tracked by Wall St. Rank hold BROS as of Q3 2022.

Wipfli Financial Advisors held 1,200 shares of Dutch Bros worth $37K as of Q3 2022.
Dutch Bros was a new Wipfli Financial Advisors position in Q3 2022.
Dutch Bros made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1252 holding.
191 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.