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Clarus Wealth Advisors’s Dolby DLB Stock Holding History

Clarus Wealth Advisors’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
2021
Q2 		– Sell
-2,405
Closed -$244K – 108
2021
Q1 		$244K Hold
2,405
– – 0.15% 111
2020
Q4 		$232K Buy
+2,405
New +$199K 0.15% 115

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Clarus Wealth Advisors's DLB Position: Q2 2021 in Review

Clarus Wealth Advisors sold out of Dolby (DLB) in Q2 2021, closing a stake of 2,405 shares — an estimated $244K sold.

Clarus Wealth Advisors first reported a position in DLB in Q4 2020 and held it in 2 quarters. The position peaked at $244K in Q1 2021. 379 funds tracked by Wall St. Rank hold DLB as of Q2 2021.

  • Clarus Wealth Advisors reported no remaining Dolby position as of Q2 2021 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,405 Dolby shares in Q2 2021, an estimated $244K.
  • Clarus Wealth Advisors first reported a position in Dolby in Q4 2020 and held it in 2 quarters.
  • Clarus Wealth Advisors's Dolby position peaked at $244K in Q1 2021.
  • 379 funds tracked by Wall St. Rank held Dolby as of Q2 2021.

Based on Clarus Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.