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Executive Wealth Management’s Dolby DLB Stock Holding History

Executive 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
2019
Q1 		– Sell
-73
Closed -$5K – 846
2018
Q4 		$5K Buy
+73
New +$4.91K ﹤0.01% 664

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Executive Wealth Management's DLB Position: Q1 2019 in Review

Executive Wealth Management sold out of Dolby (DLB) in Q1 2019, closing a stake of 73 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in DLB in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 321 funds tracked by Wall St. Rank hold DLB as of Q1 2019.

  • Executive Wealth Management reported no remaining Dolby position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 73 Dolby shares in Q1 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Dolby in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Dolby position peaked at $5K in Q4 2018.
  • 321 funds tracked by Wall St. Rank held Dolby as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.