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Pacific Capital Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Pacific Capital 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
Q2 		– Sell
-42
Closed -$7.02K – 585
2024
Q1 		$7.02K Buy
+42
New +$6.97K ﹤0.01% 261

Other funds holding DRI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacific Capital Wealth Advisors's DRI Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 42 shares — an estimated $7.02K sold.

Pacific Capital Wealth Advisors first reported a position in DRI in Q1 2024 and held it in 1 quarter. The position peaked at $7.02K in Q1 2024. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 42 Darden Restaurants shares in Q2 2024, an estimated $7.02K.
  • Pacific Capital Wealth Advisors first reported a position in Darden Restaurants in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Darden Restaurants position peaked at $7.02K in Q1 2024.
  • 897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.