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Opal Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Opal 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
2024
Q3 		– Sell
-36
Closed -$5.45K – 458
2024
Q2 		$5.45K Buy
+36
New +$5.48K ﹤0.01% 784

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Opal Wealth Advisors's DRI Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 36 shares — an estimated $5.45K sold.

Opal Wealth Advisors first reported a position in DRI in Q2 2024 and held it in 1 quarter. The position peaked at $5.45K in Q2 2024. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 36 Darden Restaurants shares in Q3 2024, an estimated $5.45K.
  • Opal Wealth Advisors first reported a position in Darden Restaurants in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Darden Restaurants position peaked at $5.45K in Q2 2024.
  • 884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.