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ARS Wealth Advisors’s Darden Restaurants DRI Stock Holding History

ARS 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
2021
Q2 		$230K Hold
1,575
– – 0.04% 127
2021
Q1 		$224K Buy
+1,575
New +$207K 0.05% 115

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ARS Wealth Advisors's DRI Position: Q2 2021 in Review

ARS Wealth Advisors held its Darden Restaurants (DRI) position steady in Q2 2021 at 1,575 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #127.

ARS Wealth Advisors first reported a position in DRI in Q1 2021 and has held it in 2 quarters since. 750 funds tracked by Wall St. Rank hold DRI as of Q2 2021.

  • ARS Wealth Advisors held 1,575 shares of Darden Restaurants worth $230K as of Q2 2021.
  • ARS Wealth Advisors left its Darden Restaurants share count unchanged in Q2 2021.
  • Darden Restaurants made up 0.04% of ARS Wealth Advisors's portfolio in Q2 2021, its #127 holding.
  • ARS Wealth Advisors first reported a position in Darden Restaurants in Q1 2021 and has held it in 2 quarters since.
  • 750 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.