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Benjamin F. Edwards & Company’s Dutch Bros BROS Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$1K Buy
+20
New +$687 ﹤0.01% 2081
2023
Q1 		– Sell
-100
Closed -$3K – 1787
2022
Q4 		$3K Hold
100
– – ﹤0.01% 1655
2022
Q3 		$3K Sell
100
-600
-86% -$22.6K ﹤0.01% 1634
2022
Q2 		$22K Buy
700
+600
+600% +$24.6K ﹤0.01% 1215
2022
Q1 		$6K Buy
+100
New +$5.1K ﹤0.01% 1466

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Benjamin F. Edwards & Company's BROS Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in Dutch Bros (BROS) in Q2 2024: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2081 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in BROS as recently as Q4 2022.

Benjamin F. Edwards & Company first reported a position in BROS in Q1 2022 and has held it in 5 quarters since. The position peaked at $22K in Q2 2022. 336 funds tracked by Wall St. Rank hold BROS as of Q2 2024.

  • Benjamin F. Edwards & Company held 20 shares of Dutch Bros worth $1K as of Q2 2024.
  • Dutch Bros was a new Benjamin F. Edwards & Company position in Q2 2024.
  • Dutch Bros made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2081 holding.
  • Benjamin F. Edwards & Company first reported a position in Dutch Bros in Q1 2022 and has held it in 5 quarters since.
  • Benjamin F. Edwards & Company's Dutch Bros position peaked at $22K in Q2 2022.
  • 336 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.