9WM
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9258 Wealth Management’s Darden Restaurants DRI Stock Holding History

9258 Wealth Management’s Portfolio DRI Stock Details DRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,036
Closed -$340K – 346
2024
Q1 		$340K Sell
2,036
-3
-0.1% -$498 0.05% 249
2023
Q4 		$335K Sell
2,039
-9
-0.4% -$1.36K 0.06% 238
2023
Q3 		$293K Hold
2,048
– – 0.06% 254
2023
Q2 		$342K Buy
2,048
+195
+11% +$30.6K 0.06% 237
2023
Q1 		$288K Buy
1,853
+297
+19% +$43.9K 0.06% 254
2022
Q4 		$215K Buy
+1,556
New +$217K 0.05% 296

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

9258 Wealth Management's DRI Position: Q2 2024 in Review

9258 Wealth Management sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 2,036 shares — an estimated $340K sold.

9258 Wealth Management first reported a position in DRI in Q4 2022 and held it in 6 quarters. The position peaked at $342K in Q2 2023. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • 9258 Wealth Management reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • 9258 Wealth Management sold 2,036 Darden Restaurants shares in Q2 2024, an estimated $340K.
  • 9258 Wealth Management first reported a position in Darden Restaurants in Q4 2022 and held it in 6 quarters.
  • 9258 Wealth Management's Darden Restaurants position peaked at $342K in Q2 2023.
  • 897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on 9258 Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.