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Avion Wealth’s Dutch Bros BROS Stock Holding History

Avion Wealth’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
2025
Q2 		– Sell
-100
Closed -$5K – 1198
2025
Q1 		$5K Hold
100
– – ﹤0.01% 528
2024
Q4 		$5K Hold
100
– – ﹤0.01% 527
2024
Q3 		$3K Hold
100
– – ﹤0.01% 599
2024
Q2 		$4K Hold
100
– – ﹤0.01% 491
2024
Q1 		$4K Hold
100
– – ﹤0.01% 492
2023
Q4 		$3K Hold
100
– – ﹤0.01% 469
2023
Q3 		$2K Hold
100
– – ﹤0.01% 458
2023
Q2 		$2K Hold
100
– – ﹤0.01% 459
2023
Q1 		$2K Hold
100
– – ﹤0.01% 369
2022
Q4 		$3K Hold
100
– – ﹤0.01% 351
2022
Q3 		$3K Hold
100
– – ﹤0.01% 363
2022
Q2 		$3K Buy
+100
New +$4.1K ﹤0.01% 361

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return