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Cetera Advisors’s Dutch Bros BROS Stock Holding History

Cetera Advisors’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
Q1 		$2.1M Buy
63,584
+5,139
+9% +$152K 0.02% 793
2023
Q4 		$1.85M Sell
58,445
-371
-0.6% -$10.1K 0.03% 534
2023
Q3 		$1.37M Buy
58,816
+327
+0.6% +$9.32K 0.02% 603
2023
Q2 		$1.66M Sell
58,489
-576
-1% -$17.1K 0.03% 527
2023
Q1 		$1.87M Sell
59,065
-624
-1% -$21.1K 0.03% 468
2022
Q4 		$1.68M Sell
59,689
-2,845
-5% -$94.1K 0.03% 498
2022
Q3 		$1.95M Sell
62,534
-1,675
-3% -$63K 0.05% 365
2022
Q2 		$2.03M Buy
64,209
+51,756
+416% +$2.12M 0.05% 371
2022
Q1 		$688K Buy
12,453
+4,715
+61% +$241K 0.01% 747
2021
Q4 		$394K Buy
+7,738
New +$430K 0.01% 989

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return