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WealthPLAN Partners’s Darden Restaurants DRI Stock Holding History

WealthPLAN 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
2023
Q2 		– Sell
-62
Closed -$9.62K – 1298
2023
Q1 		$9.62K Buy
+62
New +$9.17K ﹤0.01% 875

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BlackRock
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's DRI Position: Q2 2023 in Review

WealthPLAN Partners sold out of Darden Restaurants (DRI) in Q2 2023, closing a stake of 62 shares — an estimated $9.62K sold.

WealthPLAN Partners first reported a position in DRI in Q1 2023 and held it in 1 quarter. The position peaked at $9.62K in Q1 2023. 856 funds tracked by Wall St. Rank hold DRI as of Q2 2023.

  • WealthPLAN Partners reported no remaining Darden Restaurants position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 62 Darden Restaurants shares in Q2 2023, an estimated $9.62K.
  • WealthPLAN Partners first reported a position in Darden Restaurants in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Darden Restaurants position peaked at $9.62K in Q1 2023.
  • 856 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.