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Smith Salley Wealth Management’s Darden Restaurants DRI Stock Holding History

Smith Salley 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
2023
Q2 		– Sell
-1,293
Closed -$201K – 229
2023
Q1 		$201K Buy
+1,293
New +$191K 0.02% 221
2022
Q1 		– Sell
-1,631
Closed -$245K – 243
2021
Q4 		$245K Sell
1,631
-121
-7% -$17.9K 0.02% 224
2021
Q3 		$265K Sell
1,752
-13
-0.7% -$1.91K 0.02% 219
2021
Q2 		$257K Sell
1,765
-37
-2% -$5.21K 0.02% 225
2021
Q1 		$256K Buy
1,802
+13
+0.7% +$1.71K 0.02% 215
2020
Q4 		$213K Buy
+1,789
New +$192K 0.02% 206
2020
Q1 		– Sell
-1,910
Closed -$208K – 187
2019
Q4 		$208K Hold
1,910
– – 0.03% 192
2019
Q3 		$226K Sell
1,910
-147
-7% -$17.9K 0.03% 178
2019
Q2 		$250K Hold
2,057
– – 0.04% 169
2019
Q1 		$250K Hold
2,057
– – 0.04% 159
2018
Q4 		$205K Sell
2,057
-300
-13% -$32.1K 0.04% 165
2018
Q3 		$262K Hold
2,357
– – 0.04% 164
2018
Q2 		$252K Hold
2,357
– – 0.04% 159
2018
Q1 		$201K Hold
2,357
– – 0.04% 173
2017
Q4 		$226K Buy
+2,357
New +$199K 0.04% 171
2017
Q3 		– Sell
-2,357
Closed -$213K – 175
2017
Q2 		$213K Sell
2,357
-525
-18% -$45.9K 0.04% 163
2017
Q1 		$241K Hold
2,882
– – 0.05% 153
2016
Q4 		$210K Buy
+2,882
New +$200K 0.04% 152
2015
Q3 		– Sell
-3,248
Closed -$206K – 156
2015
Q2 		$206K Sell
3,248
-42
-1% -$2.48K 0.05% 154
2015
Q1 		$204K Sell
3,290
-3,295
-50% -$184K 0.05% 158
2014
Q4 		$345K Sell
6,585
-80,651
-92% -$3.91M 0.09% 132
2014
Q3 		$4.01M Buy
87,236
+20,384
+30% +$861K 1.06% 32
2014
Q2 		$2.77M Buy
66,852
+15,590
+30% +$690K 0.74% 50
2014
Q1 		$2.33M Buy
51,262
+2,122
+4% +$94.9K 1.45% 25
2013
Q4 		$2.39M Buy
49,140
+850
+2% +$39.3K 1.56% 26
2013
Q3 		$2M Buy
48,290
+2,824
+6% +$123K 1.61% 26
2013
Q2 		$2.05M Buy
+45,466
New +$2.1M 1.65% 26

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Smith Salley Wealth Management's DRI Position: Q2 2023 in Review

Smith Salley Wealth Management sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 1,293 shares — an estimated $201K sold.

Smith Salley Wealth Management first reported a position in DRI in Q2 2013 and held it in 27 quarters. The position peaked at $4.01M in Q3 2014. 856 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

  • Smith Salley Wealth Management reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
  • Smith Salley Wealth Management sold 1,293 Darden Restaurants shares in Q2 2023, an estimated $201K.
  • Smith Salley Wealth Management first reported a position in Darden Restaurants in Q2 2013 and held it in 27 quarters.
  • Smith Salley Wealth Management's Darden Restaurants position peaked at $4.01M in Q3 2014.
  • 856 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on Smith Salley Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.