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Wallace Advisory Group’s Darden Restaurants DRI Stock Holding History

Wallace 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
Q2 		– Sell
-1,232
Closed -$202K – 184
2024
Q1 		$202K Buy
+1,232
New +$204K 0.15% 164
2023
Q4 		– Sell
-1,401
Closed -$234K – 170
2023
Q3 		$234K Sell
1,401
-29
-2% -$4.6K 0.17% 148
2023
Q2 		$222K Hold
1,430
– – 0.17% 147
2023
Q1 		$222K Buy
+1,430
New +$212K 0.17% 147

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

Wallace Advisory Group's DRI Position: Q2 2024 in Review

Wallace Advisory Group sold out of Darden Restaurants (DRI) in Q2 2024, closing a stake of 1,232 shares — an estimated $202K sold.

Wallace Advisory Group first reported a position in DRI in Q1 2023 and held it in 4 quarters. The position peaked at $234K in Q3 2023. 897 funds tracked by Wall St. Rank hold DRI as of Q2 2024.

  • Wallace Advisory Group reported no remaining Darden Restaurants position as of Q2 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 1,232 Darden Restaurants shares in Q2 2024, an estimated $202K.
  • Wallace Advisory Group first reported a position in Darden Restaurants in Q1 2023 and held it in 4 quarters.
  • Wallace Advisory Group's Darden Restaurants position peaked at $234K in Q3 2023.
  • 897 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2024.

Based on Wallace Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.