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Next Financial Group’s Dutch Bros BROS Stock Holding History

Next Financial Group’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
2021
Q4 		$35K Buy
695
+595
+595% +$33K ﹤0.01% 1635
2021
Q3 		$4K Buy
+100
New +$4.75K ﹤0.01% 2302

Other funds holding BROS

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Next Financial Group's BROS Position: Q4 2021 in Review

Next Financial Group increased its Dutch Bros (BROS) stake by 595% in Q4 2021, buying an estimated $33K and bringing the position to 695 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Next Financial Group first reported a position in BROS in Q3 2021 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold BROS as of Q4 2021.

  • Next Financial Group held 695 shares of Dutch Bros worth $35K as of Q4 2021.
  • Next Financial Group bought 595 Dutch Bros shares in Q4 2021, an estimated $33K.
  • Dutch Bros made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1635 holding.
  • Next Financial Group first reported a position in Dutch Bros in Q3 2021 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.