Baldwin Wealth Partners’s Dolby DLB Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-51	Closed	-$3.9K	–	441
2024 Q3	$3.9K	Buy	+51	New	+$3.8K	﹤0.01%	893

Other funds holding DLB

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Baldwin Wealth Partners's DLB Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Dolby (DLB) in Q4 2024, closing a stake of 51 shares — an estimated $3.9K sold.

Baldwin Wealth Partners first reported a position in DLB in Q3 2024 and held it in 1 quarter. The position peaked at $3.9K in Q3 2024. 416 funds tracked by Wall St. Rank hold DLB as of Q4 2024.

Baldwin Wealth Partners reported no remaining Dolby position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 51 Dolby shares in Q4 2024, an estimated $3.9K.
Baldwin Wealth Partners first reported a position in Dolby in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Dolby position peaked at $3.9K in Q3 2024.
416 funds tracked by Wall St. Rank held Dolby as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.