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Wealthspire Advisors (Maryland)’s Darden Restaurants DRI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-931
Closed -$113K – 865
2019
Q1 		$113K Buy
931
+25
+3% +$2.74K 0.01% 598
2018
Q4 		$90K Buy
906
+26
+3% +$2.78K 0.01% 639
2018
Q3 		$98K Buy
880
+29
+3% +$3.27K 0.01% 694
2018
Q2 		$91K Sell
851
-51
-6% -$4.67K 0.01% 739
2018
Q1 		$77K Sell
902
-52
-5% -$4.92K 0.01% 812
2017
Q4 		$92K Buy
954
+506
+113% +$42.7K 0.01% 742
2017
Q3 		$35K Buy
448
+17
+4% +$1.43K ﹤0.01% 1104
2017
Q2 		$39K Buy
431
+23
+6% +$2.01K ﹤0.01% 1025
2017
Q1 		$34K Sell
408
-17
-4% -$1.27K ﹤0.01% 915
2016
Q4 		$31K Buy
425
+104
+32% +$7.23K ﹤0.01% 898
2016
Q3 		$20K Sell
321
-30
-9% -$1.86K ﹤0.01% 1053
2016
Q2 		$22K Hold
351
– – ﹤0.01% 967
2016
Q1 		$23K Buy
351
+104
+42% +$6.58K ﹤0.01% 923
2015
Q4 		$16K Buy
+247
New +$14.3K ﹤0.01% 1038

Other funds holding DRI

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DRI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Darden Restaurants (DRI) in Q2 2019, closing a stake of 931 shares — an estimated $113K sold.

Wealthspire Advisors (Maryland) first reported a position in DRI in Q4 2015 and held it in 14 quarters. The position peaked at $113K in Q1 2019. 705 funds tracked by Wall St. Rank hold DRI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Darden Restaurants position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 931 Darden Restaurants shares in Q2 2019, an estimated $113K.
  • Wealthspire Advisors (Maryland) first reported a position in Darden Restaurants in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Darden Restaurants position peaked at $113K in Q1 2019.
  • 705 funds tracked by Wall St. Rank held Darden Restaurants as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.