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Amplius Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-14
Closed -$2K – 360
2021
Q4 		$2K Buy
+14
New +$2.07K ﹤0.01% 827

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amplius Wealth Advisors's DRI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Darden Restaurants (DRI) in Q1 2022, closing a stake of 14 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in DRI in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 747 funds tracked by Wall St. Rank hold DRI as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Darden Restaurants position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 14 Darden Restaurants shares in Q1 2022, an estimated $2K.
  • Amplius Wealth Advisors first reported a position in Darden Restaurants in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Darden Restaurants position peaked at $2K in Q4 2021.
  • 747 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.