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Symmetry Investments’s Dutch Bros BROS Stock Holding History

Symmetry Investments’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
Q4 		– Sell
-29,100
Closed -$932K – 173
2024
Q3 		$932K Buy
+29,100
New +$1.03M 0.13% 96
2023
Q2 		– Sell
-38,916
Closed -$1.23M – 172
2023
Q1 		$1.23M Buy
+38,916
New +$1.32M 0.29% 64
2022
Q4 		– Sell
-37,521
Closed -$1.17M – 99
2022
Q3 		$1.17M Buy
+37,521
New +$1.41M 0.26% 70
2022
Q2 		– Sell
-10,000
Closed -$553K – 97
2022
Q1 		$553K Buy
10,000
+2,399
+32% +$122K 0.08% 94
2021
Q4 		$387K Buy
+7,601
New +$422K 0.12% 77

Other funds holding BROS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Symmetry Investments's BROS Position: Q4 2024 in Review

Symmetry Investments sold out of Dutch Bros (BROS) in Q4 2024, closing a stake of 29,100 shares — an estimated $932K sold.

Symmetry Investments first reported a position in BROS in Q4 2021 and held it in 5 quarters. The position peaked at $1.23M in Q1 2023. 400 funds tracked by Wall St. Rank hold BROS as of Q4 2024.

  • Symmetry Investments reported no remaining Dutch Bros position as of Q4 2024 after selling out during the quarter.
  • Symmetry Investments sold 29,100 Dutch Bros shares in Q4 2024, an estimated $932K.
  • Symmetry Investments first reported a position in Dutch Bros in Q4 2021 and held it in 5 quarters.
  • Symmetry Investments's Dutch Bros position peaked at $1.23M in Q1 2023.
  • 400 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2024.

Based on Symmetry Investments's 13F filing for Q4 2024, filed 14 Feb 2025.