Avantax Advisory Services’s Dolby DLB Stock Holding History

Avantax Advisory Services’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 Q3	–	Sell	-3,280	Closed	-$260K	–	2139
2024 Q2	$260K	Buy	+3,280	New	+$264K	﹤0.01%	1794

Other funds holding DLB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DGI

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Avantax Advisory Services's DLB Position: Q3 2024 in Review

Avantax Advisory Services sold out of Dolby (DLB) in Q3 2024, closing a stake of 3,280 shares — an estimated $260K sold.

Avantax Advisory Services first reported a position in DLB in Q2 2024 and held it in 1 quarter. The position peaked at $260K in Q2 2024. 411 funds tracked by Wall St. Rank hold DLB as of Q3 2024.

Avantax Advisory Services reported no remaining Dolby position as of Q3 2024 after selling out during the quarter.
Avantax Advisory Services sold 3,280 Dolby shares in Q3 2024, an estimated $260K.
Avantax Advisory Services first reported a position in Dolby in Q2 2024 and held it in 1 quarter.
Avantax Advisory Services's Dolby position peaked at $260K in Q2 2024.
411 funds tracked by Wall St. Rank held Dolby as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.