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Regent Peak Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-345
Closed -$41K – 365
2020
Q4 		$41K Buy
+345
New +$36.9K 0.01% 336

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Regent Peak Wealth Advisors's DRI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Darden Restaurants (DRI) in Q1 2021, closing a stake of 345 shares — an estimated $41K sold.

Regent Peak Wealth Advisors first reported a position in DRI in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 758 funds tracked by Wall St. Rank hold DRI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Darden Restaurants position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 345 Darden Restaurants shares in Q1 2021, an estimated $41K.
  • Regent Peak Wealth Advisors first reported a position in Darden Restaurants in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Darden Restaurants position peaked at $41K in Q4 2020.
  • 758 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.