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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 $114M AUM 5.03% 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 $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Retirement Group's BROS Position: Q1 2024 in Review

Retirement Group reduced its Dutch Bros (BROS) stake by 58% in Q1 2024, selling an estimated $679 and leaving 17 shares worth $561. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Retirement Group first reported a position in BROS in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.27K in Q4 2023. 271 funds tracked by Wall St. Rank hold BROS as of Q1 2024.

  • Retirement Group held 17 shares of Dutch Bros worth $561 as of Q1 2024.
  • Retirement Group sold 23 Dutch Bros shares in Q1 2024, an estimated $679.
  • Dutch Bros made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #755 holding.
  • Retirement Group first reported a position in Dutch Bros in Q1 2022 and has held it in 8 quarters since.
  • Retirement Group's Dutch Bros position peaked at $1.27K in Q4 2023.
  • 271 funds tracked by Wall St. Rank held Dutch Bros as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.