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Avantax Planning Partners’s Darden Restaurants DRI Stock Holding History

Avantax Planning Partners’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
2020
Q1 		– Sell
-2,523
Closed -$275K – 284
2019
Q4 		$275K Buy
2,523
+65
+3% +$7.38K 0.02% 242
2019
Q3 		$291K Sell
2,458
-44
-2% -$5.37K 0.02% 239
2019
Q2 		$313K Sell
2,502
-66
-3% -$7.85K 0.02% 226
2019
Q1 		$312K Sell
2,568
-2
-0.1% -$219 0.02% 224
2018
Q4 		$257K Buy
2,570
+2,080
+424% +$222K 0.02% 217
2018
Q3 		$54K Buy
+490
New +$55.2K ﹤0.01% 464
2018
Q2 		– Sell
-2,757
Closed -$235K – 542
2018
Q1 		$235K Sell
2,757
-181
-6% -$17.1K 0.02% 273
2017
Q4 		$282K Sell
2,938
-166
-5% -$14K 0.03% 233
2017
Q3 		$245K Buy
3,104
+316
+11% +$26.6K 0.02% 324
2017
Q2 		$252K Buy
2,788
+9
+0.3% +$787 0.02% 288
2017
Q1 		$233K Sell
2,779
-108
-4% -$8.09K 0.02% 287
2016
Q4 		$210K Buy
+2,887
New +$201K 0.02% 290

Other funds holding DRI

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Avantax Planning Partners's DRI Position: Q1 2020 in Review

Avantax Planning Partners sold out of Darden Restaurants (DRI) in Q1 2020, closing a stake of 2,523 shares — an estimated $275K sold.

Avantax Planning Partners first reported a position in DRI in Q4 2016 and held it in 12 quarters. The position peaked at $313K in Q2 2019. 622 funds tracked by Wall St. Rank hold DRI as of Q1 2020.

  • Avantax Planning Partners reported no remaining Darden Restaurants position as of Q1 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 2,523 Darden Restaurants shares in Q1 2020, an estimated $275K.
  • Avantax Planning Partners first reported a position in Darden Restaurants in Q4 2016 and held it in 12 quarters.
  • Avantax Planning Partners's Darden Restaurants position peaked at $313K in Q2 2019.
  • 622 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.