BWM
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BerganKDV Wealth Management’s Dutch Bros BROS Stock Holding History

BerganKDV 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
2023
Q2 		$5.69K Hold
200
– – ﹤0.01% 597
2023
Q1 		$6.33K Hold
200
– – ﹤0.01% 661
2022
Q4 		$5.64K Hold
200
– – ﹤0.01% 657
2022
Q3 		$6K Hold
200
– – ﹤0.01% 641
2022
Q2 		$6K Buy
+200
New +$8.2K ﹤0.01% 662
2022
Q1 		– Sell
-200
Closed -$10K – 1002
2021
Q4 		$10K Buy
+200
New +$11.1K ﹤0.01% 654

Other funds holding BROS

TCP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return