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Venturi Wealth Management’s Dutch Bros BROS Stock Holding History

Venturi 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
2025
Q1 		– Sell
-45
Closed -$2.36K – 737
2024
Q4 		$2.36K Hold
45
– – ﹤0.01% 1828
2024
Q3 		$1.44K Hold
45
– – ﹤0.01% 1720
2024
Q2 		$1.86K Hold
45
– – ﹤0.01% 1375
2024
Q1 		$1.49K Hold
45
– – ﹤0.01% 1296
2023
Q4 		$1.43K Hold
45
– – ﹤0.01% 1284
2023
Q3 		$1.05K Hold
45
– – ﹤0.01% 1294
2023
Q2 		$1.28K Buy
+45
New +$1.33K ﹤0.01% 988

Other funds holding BROS

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return