EWM
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Endurance Wealth Management’s Dutch Bros BROS Stock Holding History

Endurance Wealth Management’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
2023
Q2 		$8K Hold
275
– – ﹤0.01% 511
2023
Q1 		$9K Hold
275
– – ﹤0.01% 509
2022
Q4 		$8K Hold
275
– – ﹤0.01% 492
2022
Q3 		$9K Hold
275
– – ﹤0.01% 476
2022
Q2 		$9K Hold
275
– – ﹤0.01% 489
2022
Q1 		$15K Buy
+275
New +$14K ﹤0.01% 481

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Endurance Wealth Management's BROS Position: Q2 2023 in Review

Endurance Wealth Management held its Dutch Bros (BROS) position steady in Q2 2023 at 275 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Endurance Wealth Management first reported a position in BROS in Q1 2022 and has held it in 6 quarters since. The position peaked at $15K in Q1 2022. 187 funds tracked by Wall St. Rank hold BROS as of Q2 2023.

  • Endurance Wealth Management held 275 shares of Dutch Bros worth $8K as of Q2 2023.
  • Endurance Wealth Management left its Dutch Bros share count unchanged in Q2 2023.
  • Dutch Bros made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #511 holding.
  • Endurance Wealth Management first reported a position in Dutch Bros in Q1 2022 and has held it in 6 quarters since.
  • Endurance Wealth Management's Dutch Bros position peaked at $15K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.