Financial Engines Advisors
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Financial Engines Advisors’s Dutch Bros BROS Stock Holding History

Financial Engines 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
Q3 		– Sell
-15,716
Closed -$651K – 381
2024
Q2 		$651K Buy
+15,716
New +$540K ﹤0.01% 241

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
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

Financial Engines Advisors's BROS Position: Q3 2024 in Review

Financial Engines Advisors sold out of Dutch Bros (BROS) in Q3 2024, closing a stake of 15,716 shares — an estimated $651K sold.

Financial Engines Advisors first reported a position in BROS in Q2 2024 and held it in 1 quarter. The position peaked at $651K in Q2 2024. 346 funds tracked by Wall St. Rank hold BROS as of Q3 2024.

  • Financial Engines Advisors reported no remaining Dutch Bros position as of Q3 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 15,716 Dutch Bros shares in Q3 2024, an estimated $651K.
  • Financial Engines Advisors first reported a position in Dutch Bros in Q2 2024 and held it in 1 quarter.
  • Financial Engines Advisors's Dutch Bros position peaked at $651K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2024.

Based on Financial Engines Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.