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B. Riley Wealth Management’s Dutch Bros BROS Stock Holding History

B. Riley Wealth Management’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
Q2 		– Sell
-4,900
Closed -$271K – 764
2022
Q1 		$271K Buy
+4,900
New +$250K 0.02% 479

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

B. Riley Wealth Management's BROS Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Dutch Bros (BROS) in Q2 2022, closing a stake of 4,900 shares — an estimated $271K sold.

B. Riley Wealth Management first reported a position in BROS in Q1 2022 and held it in 1 quarter. The position peaked at $271K in Q1 2022. 186 funds tracked by Wall St. Rank hold BROS as of Q2 2022.

  • B. Riley Wealth Management reported no remaining Dutch Bros position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 4,900 Dutch Bros shares in Q2 2022, an estimated $271K.
  • B. Riley Wealth Management first reported a position in Dutch Bros in Q1 2022 and held it in 1 quarter.
  • B. Riley Wealth Management's Dutch Bros position peaked at $271K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.