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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
-20,400
Closed -$845K – 352
2024
Q2 		$845K Sell
20,400
-200
-1% -$6.87K 0.07% 205
2024
Q1 		$680K Buy
+20,600
New +$608K 0.07% 227
2023
Q3 		– Sell
-3,700
Closed -$105K – 271
2023
Q2 		$105K Sell
3,700
-18,300
-83% -$543K 0.01% 261
2023
Q1 		$696K Buy
22,000
+18,200
+479% +$616K 0.1% 183
2022
Q4 		$107K Buy
+3,800
New +$126K 0.02% 250

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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
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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return