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Crewe Advisors’s Dolby DLB Stock Holding History

Crewe 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
2024
Q1 		– Sell
-106
Closed -$9.17K – 955
2023
Q4 		$9.17K Buy
+106
New +$8.94K ﹤0.01% 214
2018
Q4 		– Sell
-741
Closed -$52K – 231
2018
Q3 		$52K Hold
741
– – 0.04% 117
2018
Q2 		$46K Hold
741
– – 0.04% 127
2018
Q1 		$47K Hold
741
– – 0.05% 119
2017
Q4 		$46K Buy
+741
New +$44.8K 0.05% 125

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's DLB Position: Q1 2024 in Review

Crewe Advisors sold out of Dolby (DLB) in Q1 2024, closing a stake of 106 shares — an estimated $9.17K sold.

Crewe Advisors first reported a position in DLB in Q4 2017 and held it in 5 quarters. The position peaked at $52K in Q3 2018. 415 funds tracked by Wall St. Rank hold DLB as of Q1 2024.

  • Crewe Advisors reported no remaining Dolby position as of Q1 2024 after selling out during the quarter.
  • Crewe Advisors sold 106 Dolby shares in Q1 2024, an estimated $9.17K.
  • Crewe Advisors first reported a position in Dolby in Q4 2017 and held it in 5 quarters.
  • Crewe Advisors's Dolby position peaked at $52K in Q3 2018.
  • 415 funds tracked by Wall St. Rank held Dolby as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.