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Johnson Financial Group Inc (Wisconsin)’s Dutch Bros BROS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-400
Closed -$13.2K – 844
2024
Q1 		$13.2K Buy
+400
New +$11.8K ﹤0.01% 532

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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

Johnson Financial Group Inc (Wisconsin)'s BROS Position: Q2 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Dutch Bros (BROS) in Q2 2024, closing a stake of 400 shares — an estimated $13.2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BROS in Q1 2024 and held it in 1 quarter. The position peaked at $13.2K in Q1 2024. 336 funds tracked by Wall St. Rank hold BROS as of Q2 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Dutch Bros position as of Q2 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 400 Dutch Bros shares in Q2 2024, an estimated $13.2K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Dutch Bros in Q1 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Dutch Bros position peaked at $13.2K in Q1 2024.
  • 336 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2024, filed 14 Aug 2024.