TRUE Private Wealth Advisors’s Darden Restaurants DRI Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-75	Closed	-$8K	–	357
2020 Q4	$8K	Hold	75	–	–	﹤0.01%	556
2020 Q3	$7K	Hold	75	–	–	﹤0.01%	529
2020 Q2	$5K	Hold	75	–	–	﹤0.01%	555
2020 Q1	$4K	Hold	75	–	–	﹤0.01%	537
2019 Q4	$8K	Buy	+75	New	+$8.51K	﹤0.01%	622
2019 Q3	–	Sell	-75	Closed	-$9K	–	353
2019 Q2	$9K	Buy	+75	New	+$8.93K	﹤0.01%	557
2018 Q4	–	Sell	-106	Closed	-$11.8K	–	412
2018 Q3	$11.8K	Buy	+106	New	+$11.9K	﹤0.01%	719

Other funds holding DRI

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's DRI Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Darden Restaurants (DRI) in Q1 2021, closing a stake of 75 shares — an estimated $8K sold.

TRUE Private Wealth Advisors first reported a position in DRI in Q3 2018 and held it in 7 quarters. The position peaked at $11.8K in Q3 2018. 758 funds tracked by Wall St. Rank hold DRI as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Darden Restaurants position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 75 Darden Restaurants shares in Q1 2021, an estimated $8K.
TRUE Private Wealth Advisors first reported a position in Darden Restaurants in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Darden Restaurants position peaked at $11.8K in Q3 2018.
758 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.