Adams Wealth Management’s Dolby DLB Stock Holding History

Adams 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
2020 Q4	–	Sell	-55	Closed	-$4K	–	142
2020 Q3	$4K	Buy	+55	New	+$3.72K	﹤0.01%	238

Other funds holding DLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Adams Wealth Management's DLB Position: Q4 2020 in Review

Adams Wealth Management sold out of Dolby (DLB) in Q4 2020, closing a stake of 55 shares — an estimated $4K sold.

Adams Wealth Management first reported a position in DLB in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 341 funds tracked by Wall St. Rank hold DLB as of Q4 2020.

Adams Wealth Management reported no remaining Dolby position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 55 Dolby shares in Q4 2020, an estimated $4K.
Adams Wealth Management first reported a position in Dolby in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Dolby position peaked at $4K in Q3 2020.
341 funds tracked by Wall St. Rank held Dolby as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.