Financial Gravity Asset Management’s Dolby DLB Stock Holding History

Financial Gravity Asset 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	–	Hold	0	–	–	–	628
2020 Q2	–	Sell	-34	Closed	-$1.84K	–	222
2020 Q1	$1.84K	Sell	34 -15	-31%	-$983	0.01%	410
2019 Q4	$69K	Buy	49 +5	+11%	+$331	0.05%	481
2019 Q3	$3K	Buy	44 +1	+2%	+$63	﹤0.01%	792
2019 Q2	$3K	Buy	43 +23	+115%	+$1.47K	﹤0.01%	786
2019 Q1	$1K	Buy	+20	New	+$1.28K	﹤0.01%	1075
2018 Q3	$0	Hold	7	–	–	﹤0.01%	1440
2018 Q2	$0	Sell	7 -10	-59%	-$636	﹤0.01%	1452
2018 Q1	$1K	Buy	+17	New	+$1.09K	﹤0.01%	1109

Other funds holding DLB

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

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

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 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 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

Financial Gravity Asset Management's DLB Position: Q1 2021 in Review

Financial Gravity Asset Management held its Dolby (DLB) position steady in Q1 2021 at 0 shares worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Financial Gravity Asset Management first reported a position in DLB in Q1 2018 and has held it in 8 quarters since. The position peaked at $69K in Q4 2019. 372 funds tracked by Wall St. Rank hold DLB as of Q1 2021.

Financial Gravity Asset Management held 0 shares of Dolby worth $27 as of Q1 2021.
Financial Gravity Asset Management left its Dolby share count unchanged in Q1 2021.
Dolby made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2021, its #628 holding.
Financial Gravity Asset Management first reported a position in Dolby in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Dolby position peaked at $69K in Q4 2019.
372 funds tracked by Wall St. Rank held Dolby as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.