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Turtle Creek Wealth Advisors’s Darden Restaurants DRI Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-253
Closed -$41.6K – 369
2023
Q4 		$41.6K Buy
+253
New +$38.3K 0.01% 292

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Turtle Creek Wealth Advisors's DRI Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Darden Restaurants (DRI) in Q1 2024, closing a stake of 253 shares — an estimated $41.6K sold.

Turtle Creek Wealth Advisors first reported a position in DRI in Q4 2023 and held it in 1 quarter. The position peaked at $41.6K in Q4 2023. 916 funds tracked by Wall St. Rank hold DRI as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Darden Restaurants position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 253 Darden Restaurants shares in Q1 2024, an estimated $41.6K.
  • Turtle Creek Wealth Advisors first reported a position in Darden Restaurants in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Darden Restaurants position peaked at $41.6K in Q4 2023.
  • 916 funds tracked by Wall St. Rank held Darden Restaurants as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.