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Gen-Wealth Partners’s Darden Restaurants DRI Stock Holding History

Gen-Wealth Partners’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
-767
Closed -$128K – 663
2024
Q1 		$128K Buy
+767
New +$127K 0.06% 272

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BlackRock
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gen-Wealth Partners's DRI Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 767 shares — an estimated $128K sold.

Gen-Wealth Partners first reported a position in DRI in Q1 2024 and held it in 1 quarter. The position peaked at $128K in Q1 2024. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Gen-Wealth Partners reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 767 Darden Restaurants shares in Q2 2024, an estimated $128K.
  • Gen-Wealth Partners first reported a position in Darden Restaurants in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Darden Restaurants position peaked at $128K in Q1 2024.
  • 897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.