Bellevue Asset Management’s Dutch Bros BROS Stock Holding History

Bellevue Asset 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	-391	Closed	-$23K	–	508
2022 Q1	$23K	Buy	+391	New	+$20K	0.01%	254

Other funds holding BROS

TCP

TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bellevue Asset Management's BROS Position: Q2 2022 in Review

Bellevue Asset Management sold out of Dutch Bros (BROS) in Q2 2022, closing a stake of 391 shares — an estimated $23K sold.

Bellevue Asset Management first reported a position in BROS in Q1 2022 and held it in 1 quarter. The position peaked at $23K in Q1 2022. 185 funds tracked by Wall St. Rank hold BROS as of Q2 2022.

Bellevue Asset Management reported no remaining Dutch Bros position as of Q2 2022 after selling out during the quarter.
Bellevue Asset Management sold 391 Dutch Bros shares in Q2 2022, an estimated $23K.
Bellevue Asset Management first reported a position in Dutch Bros in Q1 2022 and held it in 1 quarter.
Bellevue Asset Management's Dutch Bros position peaked at $23K in Q1 2022.
185 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2022.

Based on Bellevue Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.