Petrus Trust Company’s Dutch Bros BROS Stock Holding History

Petrus Trust Company’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	-19,896	Closed	-$637K	–	601
2024 Q3	$637K	Buy	+19,896	New	+$701K	0.06%	128

Other funds holding BROS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Petrus Trust Company's BROS Position: Q4 2024 in Review

Petrus Trust Company sold out of Dutch Bros (BROS) in Q4 2024, closing a stake of 19,896 shares — an estimated $637K sold.

Petrus Trust Company first reported a position in BROS in Q3 2024 and held it in 1 quarter. The position peaked at $637K in Q3 2024. 400 funds tracked by Wall St. Rank hold BROS as of Q4 2024.

Petrus Trust Company reported no remaining Dutch Bros position as of Q4 2024 after selling out during the quarter.
Petrus Trust Company sold 19,896 Dutch Bros shares in Q4 2024, an estimated $637K.
Petrus Trust Company first reported a position in Dutch Bros in Q3 2024 and held it in 1 quarter.
Petrus Trust Company's Dutch Bros position peaked at $637K in Q3 2024.
400 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.