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Edge Wealth Management’s Darden Restaurants DRI Stock Holding History

Edge 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
2020
Q3 		– Sell
-250
Closed -$19K – 491
2020
Q2 		$19K Buy
+250
New +$17.7K ﹤0.01% 371

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State Street
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Victory Capital Management
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Ameriprise
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Norges Bank
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Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Edge Wealth Management's DRI Position: Q3 2020 in Review

Edge Wealth Management sold out of Darden Restaurants (DRI) in Q3 2020, closing a stake of 250 shares — an estimated $19K sold.

Edge Wealth Management first reported a position in DRI in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 637 funds tracked by Wall St. Rank hold DRI as of Q3 2020.

  • Edge Wealth Management reported no remaining Darden Restaurants position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 250 Darden Restaurants shares in Q3 2020, an estimated $19K.
  • Edge Wealth Management first reported a position in Darden Restaurants in Q2 2020 and held it in 1 quarter.
  • Edge Wealth Management's Darden Restaurants position peaked at $19K in Q2 2020.
  • 637 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.