Alliance Wealth Advisors (Utah)’s Darden Restaurants DRI Stock Holding History

Alliance Wealth Advisors (Utah)’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 Q3	–	Sell	-1,950	Closed	-$295K	–	239
2024 Q2	$295K	Sell	1,950 -80	-4%	-$12.2K	0.09%	192
2024 Q1	$339K	Sell	2,030 -41	-2%	-$6.8K	0.1%	185
2023 Q4	$340K	Sell	2,071 -44	-2%	-$6.66K	0.11%	178
2023 Q3	$303K	Buy	2,115 +24	+1%	+$3.81K	0.11%	177
2023 Q2	$349K	Sell	2,091 -2	-0.1%	-$314	0.13%	156
2023 Q1	$325K	Buy	+2,093	New	+$310K	0.13%	162

Other funds holding DRI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s DRI Position: Q3 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 1,950 shares — an estimated $295K sold.

Alliance Wealth Advisors (Utah) first reported a position in DRI in Q1 2023 and held it in 6 quarters. The position peaked at $349K in Q2 2023. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

Alliance Wealth Advisors (Utah) reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 1,950 Darden Restaurants shares in Q3 2024, an estimated $295K.
Alliance Wealth Advisors (Utah) first reported a position in Darden Restaurants in Q1 2023 and held it in 6 quarters.
Alliance Wealth Advisors (Utah)'s Darden Restaurants position peaked at $349K in Q2 2023.
884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2024, filed 8 Nov 2024.