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Grey Fox Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Grey Fox 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
Q2 		– Sell
-6
Closed -$931 – 215
2023
Q1 		$931 Buy
+6
New +$888 ﹤0.01% 466

Other funds holding DRI

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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

Grey Fox Wealth Advisors's DRI Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 6 shares — an estimated $931 sold.

Grey Fox Wealth Advisors first reported a position in DRI in Q1 2023 and held it in 1 quarter. The position peaked at $931 in Q1 2023. 854 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 6 Darden Restaurants shares in Q2 2023, an estimated $931.
  • Grey Fox Wealth Advisors first reported a position in Darden Restaurants in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Darden Restaurants position peaked at $931 in Q1 2023.
  • 854 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.