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Regal Investment Advisors’s Darden Restaurants DRI Stock Holding History

Regal Investment 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
2021
Q1 		– Sell
-2,070
Closed -$247K – 117
2020
Q4 		$247K Buy
+2,070
New +$222K 0.03% 402
2014
Q1 		– Sell
-392
Closed -$19K – 895
2013
Q4 		$19K Buy
392
+319
+437% +$14.8K 0.01% 461
2013
Q3 		$3K Buy
+73
New +$3.17K ﹤0.01% 758

Other funds holding DRI

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regal Investment Advisors's DRI Position: Q1 2021 in Review

Regal Investment Advisors sold out of Darden Restaurants (DRI) in Q1 2021, closing a stake of 2,070 shares — an estimated $247K sold.

Regal Investment Advisors first reported a position in DRI in Q3 2013 and held it in 3 quarters. The position peaked at $247K in Q4 2020. 758 funds tracked by Wall St. Rank hold DRI as of Q1 2021.

  • Regal Investment Advisors reported no remaining Darden Restaurants position as of Q1 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 2,070 Darden Restaurants shares in Q1 2021, an estimated $247K.
  • Regal Investment Advisors first reported a position in Darden Restaurants in Q3 2013 and held it in 3 quarters.
  • Regal Investment Advisors's Darden Restaurants position peaked at $247K in Q4 2020.
  • 758 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.