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Axxcess Wealth Management’s Darden Restaurants DRI Stock Holding History

Axxcess Wealth Management’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
Q2 		– Sell
-1,618
Closed -$215K – 569
2022
Q1 		$215K Sell
1,618
-300
-16% -$41.4K 0.02% 565
2021
Q4 		$289K Buy
+1,918
New +$284K 0.02% 479

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Wellington Management Group
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Newport Trust Company
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Millennium Management
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Ameriprise
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Axxcess Wealth Management's DRI Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Darden Restaurants (DRI) in Q2 2022, closing a stake of 1,618 shares — an estimated $215K sold.

Axxcess Wealth Management first reported a position in DRI in Q4 2021 and held it in 2 quarters. The position peaked at $289K in Q4 2021. 701 funds tracked by Wall St. Rank hold DRI as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Darden Restaurants position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,618 Darden Restaurants shares in Q2 2022, an estimated $215K.
  • Axxcess Wealth Management first reported a position in Darden Restaurants in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's Darden Restaurants position peaked at $289K in Q4 2021.
  • 701 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.