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Berger Financial Group’s Dutch Bros BROS Stock Holding History

Berger Financial Group’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
-4,676
Closed -$258K – 249
2022
Q1 		$258K Hold
4,676
– – 0.03% 228
2021
Q4 		$238K Buy
+4,676
New +$260K 0.03% 236

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 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 $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Berger Financial Group's BROS Position: Q2 2022 in Review

Berger Financial Group sold out of Dutch Bros (BROS) in Q2 2022, closing a stake of 4,676 shares — an estimated $258K sold.

Berger Financial Group first reported a position in BROS in Q4 2021 and held it in 2 quarters. The position peaked at $258K in Q1 2022. 185 funds tracked by Wall St. Rank hold BROS as of Q2 2022.

  • Berger Financial Group reported no remaining Dutch Bros position as of Q2 2022 after selling out during the quarter.
  • Berger Financial Group sold 4,676 Dutch Bros shares in Q2 2022, an estimated $258K.
  • Berger Financial Group first reported a position in Dutch Bros in Q4 2021 and held it in 2 quarters.
  • Berger Financial Group's Dutch Bros position peaked at $258K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2022.

Based on Berger Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.