BRWA
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B. Riley Wealth Advisors’s Darden Restaurants DRI Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-3,561
Closed -$510K – 1444
2024
Q1 		$510K Buy
3,561
+259
+8% +$43K 0.01% 783
2023
Q4 		$543K Sell
3,302
-259
-7% -$39.2K 0.01% 766
2023
Q3 		$510K Sell
3,561
-1,027
-22% -$163K 0.01% 783
2023
Q2 		$767K Sell
4,588
-369
-7% -$58K 0.02% 669
2023
Q1 		$769K Buy
4,957
+3,103
+167% +$459K 0.02% 638
2022
Q4 		$256K Buy
1,854
+16
+0.9% +$2.23K 0.01% 1122
2022
Q3 		$233K Buy
+1,838
New +$230K 0.01% 1157
2022
Q2 		– Sell
-1,553
Closed -$208K – 1270
2022
Q1 		$208K Sell
1,553
-2,102
-58% -$290K 0.01% 1198
2021
Q4 		$551K Buy
3,655
+283
+8% +$41.8K 0.02% 757
2021
Q3 		$511K Buy
3,372
+1,457
+76% +$214K 0.02% 771
2021
Q2 		$279K Buy
+1,915
New +$269K 0.01% 1059
2021
Q1 		– Sell
-3,706
Closed -$442K – 1368
2020
Q4 		$442K Sell
3,706
-658
-15% -$70.5K 0.02% 581
2020
Q3 		$436K Buy
4,364
+65
+2% +$5.4K 0.02% 585
2020
Q2 		$326K Buy
+4,299
New +$305K 0.02% 605
2020
Q1 		– Sell
-3,088
Closed -$337K – 825
2019
Q4 		$337K Buy
+3,088
New +$351K 0.03% 552
2015
Q1 		– Sell
-196
Closed -$10K – 918
2014
Q4 		$10K Buy
+196
New +$9.5K ﹤0.01% 2862
2014
Q3 		– Sell
-180
Closed -$7.44K – 942
2014
Q2 		$7.44K Buy
+180
New +$7.97K ﹤0.01% 1902

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Advisors's DRI Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 3,561 shares — an estimated $510K sold.

B. Riley Wealth Advisors first reported a position in DRI in Q2 2014 and held it in 17 quarters. The position peaked at $769K in Q1 2023. 900 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,561 Darden Restaurants shares in Q2 2024, an estimated $510K.
  • B. Riley Wealth Advisors first reported a position in Darden Restaurants in Q2 2014 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Darden Restaurants position peaked at $769K in Q1 2023.
  • 900 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.