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TFO Wealth Partners’s Darden Restaurants DRI Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$501 – 253
2024
Q1 		$501 Hold
3
– – ﹤0.01% 267
2023
Q4 		$493 Hold
3
– – ﹤0.01% 336
2023
Q3 		$501 Hold
3
– – ﹤0.01% 455
2023
Q2 		$501 Hold
3
– – ﹤0.01% 279
2023
Q1 		$465 Sell
3
-5
-63% -$740 ﹤0.01% 263
2022
Q4 		$121 Buy
+8
New +$1.12K ﹤0.01% 730
2020
Q2 		– Sell
-60
Closed -$3K – 136
2020
Q1 		$3K Buy
+60
New +$5.84K ﹤0.01% 111

Other funds holding DRI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's DRI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 3 shares — an estimated $501 sold.

TFO Wealth Partners first reported a position in DRI in Q1 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2020. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Darden Restaurants shares in Q2 2024, an estimated $501.
  • TFO Wealth Partners first reported a position in Darden Restaurants in Q1 2020 and held it in 7 quarters.
  • TFO Wealth Partners's Darden Restaurants position peaked at $3K in Q1 2020.
  • 897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.