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Planned Solutions’s Dutch Bros BROS Stock Holding History

Planned Solutions’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
-26
Closed -$833 – 179
2024
Q3 		$833 Buy
+26
New +$916 ﹤0.01% 594
2024
Q1 		– Sell
-26
Closed -$823 – 152
2023
Q4 		$823 Buy
+26
New +$708 ﹤0.01% 542

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 $2.3T AUM 54.33% 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 $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $199B AUM 37.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Planned Solutions's BROS Position: Q4 2024 in Review

Planned Solutions sold out of Dutch Bros (BROS) in Q4 2024, closing a stake of 26 shares — an estimated $833 sold.

Planned Solutions first reported a position in BROS in Q4 2023 and held it in 2 quarters. The position peaked at $833 in Q3 2024. 400 funds tracked by Wall St. Rank hold BROS as of Q4 2024.

  • Planned Solutions reported no remaining Dutch Bros position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 26 Dutch Bros shares in Q4 2024, an estimated $833.
  • Planned Solutions first reported a position in Dutch Bros in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Dutch Bros position peaked at $833 in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.