Consolidated Planning Corp’s Dolby DLB Stock Holding History

Consolidated Planning Corp’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 Q4	–	Sell	-399	Closed	-$35K	–	161
2021 Q3	$35K	Buy	+399	New	+$38.7K	0.02%	194

Other funds holding DLB

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

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

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

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

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

Consolidated Planning Corp's DLB Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Dolby (DLB) in Q4 2021, closing a stake of 399 shares — an estimated $35K sold.

Consolidated Planning Corp first reported a position in DLB in Q3 2021 and held it in 1 quarter. The position peaked at $35K in Q3 2021. 373 funds tracked by Wall St. Rank hold DLB as of Q4 2021.

Consolidated Planning Corp reported no remaining Dolby position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 399 Dolby shares in Q4 2021, an estimated $35K.
Consolidated Planning Corp first reported a position in Dolby in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Dolby position peaked at $35K in Q3 2021.
373 funds tracked by Wall St. Rank held Dolby as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.