RFM
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Royal Fund Management’s Dutch Bros BROS Stock Holding History

Royal Fund Management’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
Q3 		– Sell
-20,800
Closed -$861K – 353
2024
Q2 		$861K Sell
20,800
-200
-1% -$6.87K 0.07% 201
2024
Q1 		$693K Sell
21,000
-400
-2% -$11.8K 0.07% 225
2023
Q4 		$678K Sell
21,400
-3,100
-13% -$84.4K 0.08% 212
2023
Q3 		$570K Sell
24,500
-200
-0.8% -$5.7K 0.08% 202
2023
Q2 		$703K Sell
24,700
-1,300
-5% -$38.6K 0.09% 194
2023
Q1 		$822K Buy
26,000
+21,600
+491% +$731K 0.12% 172
2022
Q4 		$124K Buy
+4,400
New +$146K 0.02% 249

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TCP
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Marshall Wace
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BlackRock
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D.E. Shaw & Co
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WA
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Fidelity Investments
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return