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Briaud Financial Planning’s Dutch Bros BROS Stock Holding History

Briaud Financial Planning’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 		– Sell
-100
Closed -$4K – 135
2024
Q2 		$4K Hold
100
– – ﹤0.01% 116
2024
Q1 		$4K Buy
+100
New +$2.95K ﹤0.01% 108
2023
Q4 		– Sell
-100
Closed -$2K – 37
2023
Q3 		$2K Buy
+100
New +$2.85K ﹤0.01% 129

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 $110B AUM 4.8% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Briaud Financial Planning's BROS Position: Q3 2024 in Review

Briaud Financial Planning sold out of Dutch Bros (BROS) in Q3 2024, closing a stake of 100 shares — an estimated $4K sold.

Briaud Financial Planning first reported a position in BROS in Q3 2023 and held it in 3 quarters. The position peaked at $4K in Q2 2024. 346 funds tracked by Wall St. Rank hold BROS as of Q3 2024.

  • Briaud Financial Planning reported no remaining Dutch Bros position as of Q3 2024 after selling out during the quarter.
  • Briaud Financial Planning sold 100 Dutch Bros shares in Q3 2024, an estimated $4K.
  • Briaud Financial Planning first reported a position in Dutch Bros in Q3 2023 and held it in 3 quarters.
  • Briaud Financial Planning's Dutch Bros position peaked at $4K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2024.

Based on Briaud Financial Planning's 13F filing for Q3 2024, filed 8 Nov 2024.