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PFG Private Wealth Management’s Darden Restaurants DRI Stock Holding History

PFG Private Wealth Management’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
Q1 		– Sell
-65
Closed -$10.7K – 228
2023
Q4 		$10.7K Buy
+65
New +$9.84K 0.01% 132

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State Street
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Charles Schwab
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Victory Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Private Wealth Management's DRI Position: Q1 2024 in Review

PFG Private Wealth Management sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 65 shares — an estimated $10.7K sold.

PFG Private Wealth Management first reported a position in DRI in Q4 2023 and held it in 1 quarter. The position peaked at $10.7K in Q4 2023. 916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

  • PFG Private Wealth Management reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 65 Darden Restaurants shares in Q1 2024, an estimated $10.7K.
  • PFG Private Wealth Management first reported a position in Darden Restaurants in Q4 2023 and held it in 1 quarter.
  • PFG Private Wealth Management's Darden Restaurants position peaked at $10.7K in Q4 2023.
  • 916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on PFG Private Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.