Creative Financial Designs’s Dolby DLB Stock Holding History

Creative Financial Designs’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	-308	Closed	-$27K	–	1257
2021 Q3	$27K	Hold	308	–	–	﹤0.01%	784
2021 Q2	$30K	Hold	308	–	–	0.01%	740
2021 Q1	$30K	Hold	308	–	–	0.01%	682
2020 Q4	$30K	Hold	308	–	–	0.01%	622
2020 Q3	$20K	Hold	308	–	–	﹤0.01%	659
2020 Q2	$20K	Buy	+308	New	+$18.4K	0.01%	601
2018 Q1	–	Sell	-300	Closed	-$19K	–	707
2017 Q4	$19K	Buy	+300	New	+$18.1K	0.01%	321
2017 Q3	–	Sell	-300	Closed	-$15K	–	754
2017 Q2	$15K	Hold	300	–	–	0.01%	355
2017 Q1	$16K	Hold	300	–	–	0.01%	346
2016 Q4	$14K	Buy	+300	New	+$14.5K	0.01%	355

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

Creative Financial Designs's DLB Position: Q4 2021 in Review

Creative Financial Designs sold out of Dolby (DLB) in Q4 2021, closing a stake of 308 shares — an estimated $27K sold.

Creative Financial Designs first reported a position in DLB in Q4 2016 and held it in 10 quarters. The position peaked at $30K in Q2 2021. 373 funds tracked by Wall St. Rank hold DLB as of Q4 2021.

Creative Financial Designs reported no remaining Dolby position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 308 Dolby shares in Q4 2021, an estimated $27K.
Creative Financial Designs first reported a position in Dolby in Q4 2016 and held it in 10 quarters.
Creative Financial Designs's Dolby position peaked at $30K in Q2 2021.
373 funds tracked by Wall St. Rank held Dolby as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.