HFM
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Hartford Financial Management’s Dutch Bros BROS Stock Holding History

Hartford Financial 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
2024
Q2 		– Sell
-100
Closed -$3.3K – 402
2024
Q1 		$3.3K Hold
100
– – ﹤0.01% 347
2023
Q4 		$3.17K Hold
100
– – ﹤0.01% 355
2023
Q3 		$2.33K Hold
100
– – ﹤0.01% 364
2023
Q2 		$2.85K Hold
100
– – ﹤0.01% 335
2023
Q1 		$3.16K Hold
100
– – ﹤0.01% 326
2022
Q4 		$2.82K Hold
100
– – ﹤0.01% 330
2022
Q3 		$3K Hold
100
– – ﹤0.01% 332
2022
Q2 		$3K Hold
100
– – ﹤0.01% 336
2022
Q1 		$6K Hold
100
– – ﹤0.01% 315
2021
Q4 		$5K Hold
100
– – ﹤0.01% 318
2021
Q3 		$4K Buy
+100
New +$4.75K ﹤0.01% 331

Other funds holding BROS

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TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return