Certified Advisory Corp’s Darden Restaurants DRI Stock Holding History

Certified Advisory Corp’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	–	Sell	-254	Closed	-$36K	–	338
2021 Q1	$36K	Buy	+254	New	+$33.4K	0.01%	395
2020 Q2	$19K	Hold	253	–	–	0.01%	448
2020 Q1	$14K	Buy	253 +17	+7%	+$1.65K	0.01%	482
2019 Q4	$26K	Buy	236 +2	+0.9%	+$227	0.01%	422
2019 Q3	$28K	Buy	234 +2	+0.9%	+$244	0.01%	416
2019 Q2	$28K	Buy	232 +1	+0.4%	+$119	0.01%	415
2019 Q1	$28K	Buy	231 +2	+0.9%	+$219	0.01%	385
2018 Q4	$23K	Buy	229 +1	+0.4%	+$107	0.01%	397
2018 Q3	$25K	Buy	228 +212	+1,325%	+$23.9K	0.01%	403
2018 Q2	$2K	Hold	16	–	–	﹤0.01%	697
2018 Q1	$1K	Buy	16 +1	+7%	+$95	﹤0.01%	692
2017 Q4	$1K	Buy	+15	New	+$1.27K	﹤0.01%	660

Other funds holding DRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Certified Advisory Corp's DRI Position: Q2 2021 in Review

Certified Advisory Corp sold out of Darden Restaurants (DRI) in Q2 2021, closing a stake of 254 shares — an estimated $36K sold.

Certified Advisory Corp first reported a position in DRI in Q4 2017 and held it in 12 quarters. The position peaked at $36K in Q1 2021. 749 funds tracked by Wall St. Rank hold DRI as of Q2 2021.

Certified Advisory Corp reported no remaining Darden Restaurants position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 254 Darden Restaurants shares in Q2 2021, an estimated $36K.
Certified Advisory Corp first reported a position in Darden Restaurants in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Darden Restaurants position peaked at $36K in Q1 2021.
749 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.