PWM
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PRW Wealth Management’s Darden Restaurants DRI Stock Holding History

PRW 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
2019
Q2 		– Sell
-55
Closed -$7K – 227
2019
Q1 		$7K Hold
55
– – 0.01% 320
2018
Q4 		$5K Buy
+55
New +$5.88K 0.01% 368

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRW Wealth Management's DRI Position: Q2 2019 in Review

PRW Wealth Management sold out of Darden Restaurants (DRI) in Q2 2019, closing a stake of 55 shares — an estimated $7K sold.

PRW Wealth Management first reported a position in DRI in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 705 funds tracked by Wall St. Rank hold DRI as of Q2 2019.

  • PRW Wealth Management reported no remaining Darden Restaurants position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 55 Darden Restaurants shares in Q2 2019, an estimated $7K.
  • PRW Wealth Management first reported a position in Darden Restaurants in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Darden Restaurants position peaked at $7K in Q1 2019.
  • 705 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.