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VisionPoint Advisory Group’s Darden Restaurants DRI Stock Holding History

VisionPoint Advisory Group’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
-15
Closed -$2.27K – 380
2024
Q2 		$2.27K Buy
15
+2
+15% +$304 ﹤0.01% 656
2024
Q1 		$2.17K Hold
13
– – ﹤0.01% 669
2023
Q4 		$2.14K Sell
13
-7
-35% -$1.06K ﹤0.01% 619
2023
Q3 		$2.86K Buy
20
+18
+900% +$2.85K ﹤0.01% 558
2023
Q2 		$334 Buy
+2
New +$314 ﹤0.01% 568

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 $3.37T AUM 44.26% 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

VisionPoint Advisory Group's DRI Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 15 shares — an estimated $2.27K sold.

VisionPoint Advisory Group first reported a position in DRI in Q2 2023 and held it in 5 quarters. The position peaked at $2.86K in Q3 2023. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 15 Darden Restaurants shares in Q3 2024, an estimated $2.27K.
  • VisionPoint Advisory Group first reported a position in Darden Restaurants in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Darden Restaurants position peaked at $2.86K in Q3 2023.
  • 884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.