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Focused Wealth Management’s Dolby DLB Stock Holding History

Focused 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
2022
Q4 		– Sell
-7
Closed – – 1114
2022
Q3 		$0 Hold
7
– – ﹤0.01% 966
2022
Q2 		$1K Hold
7
– – ﹤0.01% 806
2022
Q1 		$1K Hold
7
– – ﹤0.01% 862
2021
Q4 		$1K Hold
7
– – ﹤0.01% 870
2021
Q3 		$1K Buy
+7
New +$678 ﹤0.01% 874

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focused Wealth Management's DLB Position: Q4 2022 in Review

Focused Wealth Management sold out of Dolby (DLB) in Q4 2022, closing a stake of 7 shares.

Focused Wealth Management first reported a position in DLB in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 389 funds tracked by Wall St. Rank hold DLB as of Q4 2022.

  • Focused Wealth Management reported no remaining Dolby position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 7 Dolby shares in Q4 2022.
  • Focused Wealth Management first reported a position in Dolby in Q3 2021 and held it in 5 quarters.
  • Focused Wealth Management's Dolby position peaked at $1K in Q2 2022.
  • 389 funds tracked by Wall St. Rank held Dolby as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.