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Summit Wealth Group’s Darden Restaurants DRI Stock Holding History

Summit Wealth Group’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
-29,791
Closed – – 131
2023
Q1 		$0 Buy
+29,791
New +$4.41M ﹤0.01% 183

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BlackRock
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Summit Wealth Group's DRI Position: Q2 2023 in Review

Summit Wealth Group sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 29,791 shares.

Summit Wealth Group first reported a position in DRI in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 854 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

  • Summit Wealth Group reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 29,791 Darden Restaurants shares in Q2 2023.
  • Summit Wealth Group first reported a position in Darden Restaurants in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Darden Restaurants position peaked at $0 in Q1 2023.
  • 854 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.