Custom Portfolio Group’s Dutch Bros BROS Stock Holding History

Custom Portfolio 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
2024 Q2	–	Sell	-83	Closed	-$2.74K	–	237
2024 Q1	$2.74K	Buy	+83	New	+$2.45K	﹤0.01%	210

Other funds holding BROS

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

TCP

TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

DCM

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

Custom Portfolio Group's BROS Position: Q2 2024 in Review

Custom Portfolio Group sold out of Dutch Bros (BROS) in Q2 2024, closing a stake of 83 shares — an estimated $2.74K sold.

Custom Portfolio Group first reported a position in BROS in Q1 2024 and held it in 1 quarter. The position peaked at $2.74K in Q1 2024. 336 funds tracked by Wall St. Rank hold BROS as of Q2 2024.

Custom Portfolio Group reported no remaining Dutch Bros position as of Q2 2024 after selling out during the quarter.
Custom Portfolio Group sold 83 Dutch Bros shares in Q2 2024, an estimated $2.74K.
Custom Portfolio Group first reported a position in Dutch Bros in Q1 2024 and held it in 1 quarter.
Custom Portfolio Group's Dutch Bros position peaked at $2.74K in Q1 2024.
336 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.