Financial Architects (New Jersey)’s Dolby DLB Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-107	Closed	-$7K	–	395
2020 Q2	$7K	Buy	107 +1	+0.9%	+$60	﹤0.01%	686
2020 Q1	$6K	Hold	106	–	–	﹤0.01%	680
2019 Q4	$7K	Hold	106	–	–	﹤0.01%	721
2019 Q3	$7K	Buy	106 +1	+1%	+$63	﹤0.01%	783
2019 Q2	$7K	Hold	105	–	–	﹤0.01%	947
2019 Q1	$7K	Hold	105	–	–	﹤0.01%	1162
2018 Q4	$6K	Buy	105 +1	+1%	+$67	﹤0.01%	1097
2018 Q3	$7K	Hold	104	–	–	﹤0.01%	1177
2018 Q2	$6K	Hold	104	–	–	﹤0.01%	1087
2018 Q1	$7K	Sell	104 -86	-45%	-$5.53K	﹤0.01%	1169
2017 Q4	$11K	Buy	190 +1	+0.5%	+$60	﹤0.01%	1120
2017 Q3	$11K	Buy	189 +20	+12%	+$1.05K	﹤0.01%	1101
2017 Q2	$8K	Hold	169	–	–	﹤0.01%	1185
2017 Q1	$9K	Hold	169	–	–	﹤0.01%	1155
2016 Q4	$8K	Buy	169 +1	+0.6%	+$48	﹤0.01%	1053
2016 Q3	$9K	Hold	168	–	–	﹤0.01%	1022
2016 Q2	$8K	Hold	168	–	–	﹤0.01%	1018
2016 Q1	$7K	Buy	+168	New	+$6.24K	﹤0.01%	823
2015 Q3	–	Sell	-167	Closed	-$7K	–	387
2015 Q2	$7K	Buy	167 +1	+0.6%	+$40	﹤0.01%	865
2015 Q1	$6K	Buy	166 +66	+66%	+$2.63K	﹤0.01%	832
2014 Q4	$4K	Sell	100 -25	-20%	-$1.06K	﹤0.01%	858
2014 Q3	$5K	Buy	+125	New	+$5.54K	﹤0.01%	733

Other funds holding DLB

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

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

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Financial Architects (New Jersey)'s DLB Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Dolby (DLB) in Q3 2020, closing a stake of 107 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in DLB in Q3 2014 and held it in 22 quarters. The position peaked at $11K in Q4 2017. 329 funds tracked by Wall St. Rank hold DLB as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Dolby position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 107 Dolby shares in Q3 2020, an estimated $7K.
Financial Architects (New Jersey) first reported a position in Dolby in Q3 2014 and held it in 22 quarters.
Financial Architects (New Jersey)'s Dolby position peaked at $11K in Q4 2017.
329 funds tracked by Wall St. Rank held Dolby as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.