HGERS
BROS icon

Householder Group Estate & Retirement Specialist’s Dutch Bros BROS Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-602
Closed -$19K – 612
2024
Q3 		$19K Hold
602
– – 0.01% 688
2024
Q2 		$24K Buy
602
+328
+120% +$11.3K 0.01% 637
2024
Q1 		$9.04K Hold
274
– – ﹤0.01% 834
2023
Q4 		$8K Hold
274
– – ﹤0.01% 805
2023
Q3 		$6.37K Buy
+274
New +$7.81K ﹤0.01% 883
2023
Q1 		$13K Buy
417
+119
+40% +$4.03K 0.01% 730
2022
Q4 		$8K Hold
298
– – 0.01% 248
2022
Q3 		$9K Buy
+298
New +$11.2K ﹤0.01% 736

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BROS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Dutch Bros (BROS) in Q4 2024, closing a stake of 602 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in BROS in Q3 2022 and held it in 8 quarters. The position peaked at $24K in Q2 2024. 400 funds tracked by Wall St. Rank hold BROS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Dutch Bros position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 602 Dutch Bros shares in Q4 2024, an estimated $19K.
  • Householder Group Estate & Retirement Specialist first reported a position in Dutch Bros in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Dutch Bros position peaked at $24K in Q2 2024.
  • 400 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.