AWAG
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ARS Wealth Advisors Group’s Darden Restaurants DRI Stock Holding History

ARS Wealth Advisors Group’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
Q4 		– Sell
-1,364
Closed -$224K – 175
2024
Q3 		$224K Hold
1,364
– – 0.03% 158
2024
Q2 		$206K Buy
1,364
+1
+0.1% +$152 0.03% 159
2024
Q1 		$228K Sell
1,363
-45
-3% -$7.47K 0.03% 152
2023
Q4 		$231K Sell
1,408
-1
-0.1% -$151 0.03% 138
2023
Q3 		$202K Sell
1,409
-104
-7% -$16.5K 0.03% 141
2023
Q2 		$253K Buy
1,513
+150
+11% +$23.6K 0.04% 128
2023
Q1 		$212K Buy
+1,363
New +$202K 0.04% 113
2022
Q4 		– Sell
-1,738
Closed -$220K – 140
2022
Q3 		$220K Buy
+1,738
New +$217K 0.03% 136
2022
Q1 		– Sell
-1,375
Closed -$207K – 132
2021
Q4 		$207K Hold
1,375
– – 0.03% 137
2021
Q3 		$208K Buy
+1,375
New +$202K 0.04% 127

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return