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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

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

Hartford Financial Management's BROS Position: Q2 2024 in Review

Hartford Financial Management sold out of Dutch Bros (BROS) in Q2 2024, closing a stake of 100 shares — an estimated $3.3K sold.

Hartford Financial Management first reported a position in BROS in Q3 2021 and held it in 11 quarters. The position peaked at $6K in Q1 2022. 336 funds tracked by Wall St. Rank hold BROS as of Q2 2024.

  • Hartford Financial Management reported no remaining Dutch Bros position as of Q2 2024 after selling out during the quarter.
  • Hartford Financial Management sold 100 Dutch Bros shares in Q2 2024, an estimated $3.3K.
  • Hartford Financial Management first reported a position in Dutch Bros in Q3 2021 and held it in 11 quarters.
  • Hartford Financial Management's Dutch Bros position peaked at $6K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2024.

Based on Hartford Financial Management's 13F filing for Q2 2024, filed 9 Aug 2024.