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Defined Wealth Management’s Dolby DLB Stock Holding History

Defined Wealth Management’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
Q1 		– Sell
-1,311
Closed -$127K – 122
2020
Q4 		$127K Buy
+1,311
New +$108K 0.13% 103

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
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Defined Wealth Management's DLB Position: Q1 2021 in Review

Defined Wealth Management sold out of Dolby (DLB) in Q1 2021, closing a stake of 1,311 shares — an estimated $127K sold.

Defined Wealth Management first reported a position in DLB in Q4 2020 and held it in 1 quarter. The position peaked at $127K in Q4 2020. 372 funds tracked by Wall St. Rank hold DLB as of Q1 2021.

  • Defined Wealth Management reported no remaining Dolby position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 1,311 Dolby shares in Q1 2021, an estimated $127K.
  • Defined Wealth Management first reported a position in Dolby in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Dolby position peaked at $127K in Q4 2020.
  • 372 funds tracked by Wall St. Rank held Dolby as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.