TWM
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Tradition Wealth Management’s Dutch Bros BROS Stock Holding History

Tradition Wealth 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
Q1 		– Sell
-550
Closed -$17K – 481
2023
Q4 		$17K Buy
+550
New +$15K ﹤0.01% 878
2022
Q4 		– Sell
-90
Closed -$3K – 1163
2022
Q3 		$3K Hold
90
– – ﹤0.01% 1141
2022
Q2 		$3K Sell
90
-100
-53% -$4.1K ﹤0.01% 1033
2022
Q1 		$11K Buy
190
+15
+9% +$765 ﹤0.01% 869
2021
Q4 		$9K Buy
+175
New +$9.71K ﹤0.01% 935

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 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 $618B AUM 30.34% 1-Year Est. Return
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return