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San Luis Wealth Advisors’s Darden Restaurants DRI Stock Holding History

San Luis 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
2023
Q2 		– Sell
-5,715
Closed -$887K – 168
2023
Q1 		$887K Buy
+5,715
New +$846K 0.34% 76

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San Luis Wealth Advisors's DRI Position: Q2 2023 in Review

San Luis Wealth Advisors sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 5,715 shares — an estimated $887K sold.

San Luis Wealth Advisors first reported a position in DRI in Q1 2023 and held it in 1 quarter. The position peaked at $887K in Q1 2023. 854 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

  • San Luis Wealth Advisors reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 5,715 Darden Restaurants shares in Q2 2023, an estimated $887K.
  • San Luis Wealth Advisors first reported a position in Darden Restaurants in Q1 2023 and held it in 1 quarter.
  • San Luis Wealth Advisors's Darden Restaurants position peaked at $887K in Q1 2023.
  • 854 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on San Luis Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.