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Sargent Bickham Lagudis’s Dutch Bros BROS Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$14.3K Hold
506
– – ﹤0.01% 665
2022
Q3 		$16K Buy
506
+30
+6% +$1.13K ﹤0.01% 614
2022
Q2 		$15K Hold
476
– – ﹤0.01% 630
2022
Q1 		$26K Buy
476
+59
+14% +$3.01K ﹤0.01% 558
2021
Q4 		$21K Hold
417
– – ﹤0.01% 594
2021
Q3 		$18K Buy
+417
New +$19.8K ﹤0.01% 618

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return