Carolinas Wealth Consulting’s Dolby DLB Stock Holding History

Carolinas Wealth Consulting’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
2023 Q4	–	Sell	-78	Closed	-$6.31K	–	1007
2023 Q3	$6.31K	Hold	78	–	–	﹤0.01%	579
2023 Q2	$6.53K	Hold	78	–	–	﹤0.01%	646
2023 Q1	$6.66K	Sell	78 -67	-46%	-$5.41K	﹤0.01%	657
2022 Q4	$10.2K	Hold	145	–	–	﹤0.01%	621
2022 Q3	$9K	Hold	145	–	–	﹤0.01%	577
2022 Q2	$10K	Hold	145	–	–	﹤0.01%	569
2022 Q1	$11K	Hold	145	–	–	﹤0.01%	592
2021 Q4	$14K	Hold	145	–	–	﹤0.01%	562
2021 Q3	$13K	Hold	145	–	–	﹤0.01%	550
2021 Q2	$14K	Hold	145	–	–	﹤0.01%	562
2021 Q1	$14K	Sell	145 -73	-33%	-$6.98K	﹤0.01%	573
2020 Q4	$21K	Buy	218 +145	+199%	+$12K	0.01%	472
2020 Q3	$5K	Buy	+73	New	+$4.94K	﹤0.01%	558

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 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

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

Carolinas Wealth Consulting's DLB Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Dolby (DLB) in Q4 2023, closing a stake of 78 shares — an estimated $6.31K sold.

Carolinas Wealth Consulting first reported a position in DLB in Q3 2020 and held it in 13 quarters. The position peaked at $21K in Q4 2020. 426 funds tracked by Wall St. Rank hold DLB as of Q4 2023.

Carolinas Wealth Consulting reported no remaining Dolby position as of Q4 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 78 Dolby shares in Q4 2023, an estimated $6.31K.
Carolinas Wealth Consulting first reported a position in Dolby in Q3 2020 and held it in 13 quarters.
Carolinas Wealth Consulting's Dolby position peaked at $21K in Q4 2020.
426 funds tracked by Wall St. Rank held Dolby as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.