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Clearview Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Clearview 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
2023
Q3 		– Sell
-10
Closed -$1.67K – 245
2023
Q2 		$1.67K Buy
+10
New +$1.57K ﹤0.01% 553
2021
Q2 		– Sell
-25
Closed -$4K – 655
2021
Q1 		$4K Buy
+25
New +$3.29K ﹤0.01% 504

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clearview Wealth Advisors's DRI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Darden Restaurants (DRI) in Q3 2023, closing a stake of 10 shares — an estimated $1.67K sold.

Clearview Wealth Advisors first reported a position in DRI in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 848 funds tracked by Wall St. Rank hold DRI as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Darden Restaurants position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10 Darden Restaurants shares in Q3 2023, an estimated $1.67K.
  • Clearview Wealth Advisors first reported a position in Darden Restaurants in Q1 2021 and held it in 2 quarters.
  • Clearview Wealth Advisors's Darden Restaurants position peaked at $4K in Q1 2021.
  • 848 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.