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BBJS Financial Advisors’s Dutch Bros BROS Stock Holding History

BBJS 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
2024
Q3 		$6.41K Hold
200
– – ﹤0.01% 120
2024
Q2 		$8.28K Hold
200
– – ﹤0.01% 134
2024
Q1 		$6.6K Buy
200
+150
+300% +$4.43K ﹤0.01% 104
2023
Q4 		$1.58K Buy
+50
New +$1.36K ﹤0.01% 120

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 $97.9B AUM 20.73% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

BBJS Financial Advisors's BROS Position: Q3 2024 in Review

BBJS Financial Advisors held its Dutch Bros (BROS) position steady in Q3 2024 at 200 shares worth $6.41K. The position accounts for ﹤0.01% of the portfolio, ranked #120.

BBJS Financial Advisors first reported a position in BROS in Q4 2023 and has held it in 4 quarters since. The position peaked at $8.28K in Q2 2024. 346 funds tracked by Wall St. Rank hold BROS as of Q3 2024.

  • BBJS Financial Advisors held 200 shares of Dutch Bros worth $6.41K as of Q3 2024.
  • BBJS Financial Advisors left its Dutch Bros share count unchanged in Q3 2024.
  • Dutch Bros made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #120 holding.
  • BBJS Financial Advisors first reported a position in Dutch Bros in Q4 2023 and has held it in 4 quarters since.
  • BBJS Financial Advisors's Dutch Bros position peaked at $8.28K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.