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IAG Wealth Partners’s Darden Restaurants DRI Stock Holding History

IAG 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
2020
Q3 		– Sell
-9
Closed -$1K – 380
2020
Q2 		$1K Hold
9
– – ﹤0.01% 388
2020
Q1 		$1K Hold
9
– – ﹤0.01% 376
2019
Q4 		$1K Buy
+9
New +$1.02K ﹤0.01% 411

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BlackRock
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

IAG Wealth Partners's DRI Position: Q3 2020 in Review

IAG Wealth Partners sold out of Darden Restaurants (DRI) in Q3 2020, closing a stake of 9 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in DRI in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 637 funds tracked by Wall St. Rank hold DRI as of Q3 2020.

  • IAG Wealth Partners reported no remaining Darden Restaurants position as of Q3 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 9 Darden Restaurants shares in Q3 2020, an estimated $1K.
  • IAG Wealth Partners first reported a position in Darden Restaurants in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's Darden Restaurants position peaked at $1K in Q2 2020.
  • 637 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.