Evoke Wealth’s Dolby DLB Stock Holding History

Evoke Wealth’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 Q1	–	Sell	-540	Closed	-$37.2K	–	1188
2019 Q4	$37.2K	Sell	540 -220	-29%	-$14.6K	﹤0.01%	466
2019 Q3	$49.1K	Buy	+760	New	+$47.8K	0.01%	467

Other funds holding DLB

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Evoke Wealth's DLB Position: Q1 2020 in Review

Evoke Wealth sold out of Dolby (DLB) in Q1 2020, closing a stake of 540 shares — an estimated $37.2K sold.

Evoke Wealth first reported a position in DLB in Q3 2019 and held it in 2 quarters. The position peaked at $49.1K in Q3 2019. 305 funds tracked by Wall St. Rank hold DLB as of Q1 2020.

Evoke Wealth reported no remaining Dolby position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 540 Dolby shares in Q1 2020, an estimated $37.2K.
Evoke Wealth first reported a position in Dolby in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Dolby position peaked at $49.1K in Q3 2019.
305 funds tracked by Wall St. Rank held Dolby as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.