HWA
DRI icon

Heritage Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Heritage 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
2020
Q4 		– Sell
-50
Closed -$5.04K – 546
2020
Q3 		$5.04K Buy
+50
New +$4.15K ﹤0.01% 426
2020
Q1 		– Sell
-12
Closed -$1.31K – 477
2019
Q4 		$1.31K Buy
+12
New +$1.36K ﹤0.01% 639
2019
Q2 		– Sell
-90
Closed -$10.9K – 460
2019
Q1 		$10.9K Hold
90
– – ﹤0.01% 356
2018
Q4 		$8K Hold
90
– – ﹤0.01% 322
2018
Q3 		$10K Buy
+90
New +$10.1K ﹤0.01% 301

Other funds holding DRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Advisors's DRI Position: Q4 2020 in Review

Heritage Wealth Advisors sold out of Darden Restaurants (DRI) in Q4 2020, closing a stake of 50 shares — an estimated $5.04K sold.

Heritage Wealth Advisors first reported a position in DRI in Q3 2018 and held it in 5 quarters. The position peaked at $10.9K in Q1 2019. 684 funds tracked by Wall St. Rank hold DRI as of Q4 2020.

  • Heritage Wealth Advisors reported no remaining Darden Restaurants position as of Q4 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 50 Darden Restaurants shares in Q4 2020, an estimated $5.04K.
  • Heritage Wealth Advisors first reported a position in Darden Restaurants in Q3 2018 and held it in 5 quarters.
  • Heritage Wealth Advisors's Darden Restaurants position peaked at $10.9K in Q1 2019.
  • 684 funds tracked by Wall St. Rank held Darden Restaurants as of Q4 2020.

Based on Heritage Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.