TCI Wealth Advisors’s Darden Restaurants DRI Stock Holding History

TCI 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	-6	Closed	-$931	–	764
2023 Q1	$931	Hold	6	–	–	﹤0.01%	2117
2022 Q4	$830	Hold	6	–	–	﹤0.01%	2138
2022 Q3	$1K	Buy	+6	New	+$750	﹤0.01%	2073
2022 Q2	–	Sell	-106	Closed	-$14K	–	2332
2022 Q1	$14K	Sell	106 -1	-0.9%	-$138	﹤0.01%	872
2021 Q4	$16K	Sell	107 -20	-16%	-$2.96K	﹤0.01%	814
2021 Q3	$19K	Buy	127 +88	+226%	+$12.9K	﹤0.01%	707
2021 Q2	$6K	Buy	39 +11	+39%	+$1.55K	﹤0.01%	1298
2021 Q1	$4K	Buy	+28	New	+$3.69K	﹤0.01%	1354
2020 Q2	–	Sell	-603	Closed	-$33K	–	1504
2020 Q1	$33K	Hold	603	–	–	0.02%	376
2019 Q4	$66K	Hold	603	–	–	0.03%	326
2019 Q3	$71K	Hold	603	–	–	0.03%	267
2019 Q2	$73K	Hold	603	–	–	0.03%	257
2019 Q1	$73K	Hold	603	–	–	0.03%	281
2018 Q4	$60K	Hold	603	–	–	0.03%	287
2018 Q3	$67K	Hold	603	–	–	0.03%	291
2018 Q2	$65K	Buy	603 +3	+0.5%	+$275	0.03%	284
2018 Q1	$51K	Buy	+600	New	+$56.8K	0.02%	327

Other funds holding DRI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

TCI Wealth Advisors's DRI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 6 shares — an estimated $931 sold.

TCI Wealth Advisors first reported a position in DRI in Q1 2018 and held it in 17 quarters. The position peaked at $73K in Q2 2019. 854 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

TCI Wealth Advisors reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 6 Darden Restaurants shares in Q2 2023, an estimated $931.
TCI Wealth Advisors first reported a position in Darden Restaurants in Q1 2018 and held it in 17 quarters.
TCI Wealth Advisors's Darden Restaurants position peaked at $73K in Q2 2019.
854 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.