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CSat Investment Advisory’s Dolby DLB Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-249
Closed -$17K – 638
2020
Q3 		$17K Buy
249
+36
+17% +$2.44K ﹤0.01% 909
2020
Q2 		$14K Buy
213
+14
+7% +$838 ﹤0.01% 943
2020
Q1 		$11K Buy
199
+38
+24% +$2.49K ﹤0.01% 882
2019
Q4 		$11K Buy
161
+20
+14% +$1.32K ﹤0.01% 958
2019
Q3 		$9K Buy
141
+20
+17% +$1.26K ﹤0.01% 949
2019
Q2 		$8K Buy
+121
New +$7.71K ﹤0.01% 941

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

CSat Investment Advisory's DLB Position: Q4 2020 in Review

CSat Investment Advisory sold out of Dolby (DLB) in Q4 2020, closing a stake of 249 shares — an estimated $17K sold.

CSat Investment Advisory first reported a position in DLB in Q2 2019 and held it in 6 quarters. The position peaked at $17K in Q3 2020. 341 funds tracked by Wall St. Rank hold DLB as of Q4 2020.

  • CSat Investment Advisory reported no remaining Dolby position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 249 Dolby shares in Q4 2020, an estimated $17K.
  • CSat Investment Advisory first reported a position in Dolby in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Dolby position peaked at $17K in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Dolby as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.