C.M. Bidwell & Associates’s Dutch Bros BROS Stock Holding History

C.M. Bidwell & Associates’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	-15	Closed	-$621	–	508
2024 Q2	$621	Hold	15	–	–	﹤0.01%	431
2024 Q1	$495	Hold	15	–	–	﹤0.01%	446
2023 Q4	$475	Buy	+15	New	+$409	﹤0.01%	449

Other funds holding BROS

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

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 London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

C.M. Bidwell & Associates's BROS Position: Q3 2024 in Review

C.M. Bidwell & Associates sold out of Dutch Bros (BROS) in Q3 2024, closing a stake of 15 shares — an estimated $621 sold.

C.M. Bidwell & Associates first reported a position in BROS in Q4 2023 and held it in 3 quarters. The position peaked at $621 in Q2 2024. 346 funds tracked by Wall St. Rank hold BROS as of Q3 2024.

C.M. Bidwell & Associates reported no remaining Dutch Bros position as of Q3 2024 after selling out during the quarter.
C.M. Bidwell & Associates sold 15 Dutch Bros shares in Q3 2024, an estimated $621.
C.M. Bidwell & Associates first reported a position in Dutch Bros in Q4 2023 and held it in 3 quarters.
C.M. Bidwell & Associates's Dutch Bros position peaked at $621 in Q2 2024.
346 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2024, filed 13 Nov 2024.