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 $114M AUM 5.03% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cetera Advisors's BROS Position: Q1 2024 in Review

Cetera Advisors increased its Dutch Bros (BROS) stake by 8.8% in Q1 2024, buying an estimated $152K and bringing the position to 63,584 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #793.

Cetera Advisors first reported a position in BROS in Q4 2021 and has held it in 10 quarters since. 271 funds tracked by Wall St. Rank hold BROS as of Q1 2024.

Cetera Advisors held 63,584 shares of Dutch Bros worth $2.1M as of Q1 2024.
Cetera Advisors bought 5,139 Dutch Bros shares in Q1 2024, an estimated $152K.
Dutch Bros made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #793 holding.
Cetera Advisors first reported a position in Dutch Bros in Q4 2021 and has held it in 10 quarters since.
271 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.