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High Net Worth Advisory Group’s Darden Restaurants DRI Stock Holding History

High Net Worth Advisory Group’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
2022
Q1 		– Sell
-150
Closed -$23K – 687
2021
Q4 		$23K Buy
+150
New +$22.2K 0.01% 446

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

High Net Worth Advisory Group's DRI Position: Q1 2022 in Review

High Net Worth Advisory Group sold out of Darden Restaurants (DRI) in Q1 2022, closing a stake of 150 shares — an estimated $23K sold.

High Net Worth Advisory Group first reported a position in DRI in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 748 funds tracked by Wall St. Rank hold DRI as of Q1 2022.

  • High Net Worth Advisory Group reported no remaining Darden Restaurants position as of Q1 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 150 Darden Restaurants shares in Q1 2022, an estimated $23K.
  • High Net Worth Advisory Group first reported a position in Darden Restaurants in Q4 2021 and held it in 1 quarter.
  • High Net Worth Advisory Group's Darden Restaurants position peaked at $23K in Q4 2021.
  • 748 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2022.

Based on High Net Worth Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.