TWP
DRI icon

Triad Wealth Partners’s Darden Restaurants DRI Stock Holding History

Triad 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
Q3 		– Sell
-158
Closed -$23.9K – 272
2024
Q2 		$23.9K Buy
+158
New +$24K 0.01% 319

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Triad Wealth Partners's DRI Position: Q3 2024 in Review

Triad Wealth Partners sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 158 shares — an estimated $23.9K sold.

Triad Wealth Partners first reported a position in DRI in Q2 2024 and held it in 1 quarter. The position peaked at $23.9K in Q2 2024. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • Triad Wealth Partners reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 158 Darden Restaurants shares in Q3 2024, an estimated $23.9K.
  • Triad Wealth Partners first reported a position in Darden Restaurants in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Darden Restaurants position peaked at $23.9K in Q2 2024.
  • 884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.