RG
BROS icon

Retirement Group’s Dutch Bros BROS Stock Holding History

Retirement 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
2024
Q1 		$561 Sell
17
-23
-58% -$679 ﹤0.01% 755
2023
Q4 		$1.27K Buy
40
+17
+74% +$463 ﹤0.01% 685
2023
Q3 		$535 Hold
23
– – ﹤0.01% 677
2023
Q2 		$654 Hold
23
– – ﹤0.01% 700
2023
Q1 		$1K Buy
23
+10
+77% +$338 ﹤0.01% 619
2022
Q4 		$0 Buy
+13
New +$430 ﹤0.01% 640
2022
Q3 		– Sell
-12
Closed – – 517
2022
Q2 		$0 Buy
12
+8
+200% +$328 ﹤0.01% 745
2022
Q1 		$0 Buy
+4
New +$204 ﹤0.01% 745

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return