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1900 Wealth Management’s Dolby DLB Stock Holding History

1900 Wealth Management’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,235
Closed -$1.14M – 247
2023
Q4 		$1.14M Sell
13,235
-17
-0.1% -$1.43K 0.1% 129
2023
Q3 		$1.05M Buy
+13,252
New +$1.11M 0.1% 133

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1900 Wealth Management's DLB Position: Q1 2024 in Review

1900 Wealth Management sold out of Dolby (DLB) in Q1 2024, closing a stake of 13,235 shares — an estimated $1.14M sold.

1900 Wealth Management first reported a position in DLB in Q3 2023 and held it in 2 quarters. The position peaked at $1.14M in Q4 2023. 415 funds tracked by Wall St. Rank hold DLB as of Q1 2024.

  • 1900 Wealth Management reported no remaining Dolby position as of Q1 2024 after selling out during the quarter.
  • 1900 Wealth Management sold 13,235 Dolby shares in Q1 2024, an estimated $1.14M.
  • 1900 Wealth Management first reported a position in Dolby in Q3 2023 and held it in 2 quarters.
  • 1900 Wealth Management's Dolby position peaked at $1.14M in Q4 2023.
  • 415 funds tracked by Wall St. Rank held Dolby as of Q1 2024.

Based on 1900 Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.