HWMA
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Heritage Wealth Management (Arizona)’s Dolby DLB Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$325K Sell
4,102
-512
-11% -$41.2K 0.18% 109
2024
Q1 		$386K Sell
4,614
-108
-2% -$8.93K 0.2% 103
2023
Q4 		$407K Buy
+4,722
New +$398K 0.22% 95
2022
Q4 		$866K Buy
12,283
+8,538
+228% +$588K 0.12% 128
2022
Q3 		$244K Buy
3,745
+147
+4% +$10.9K 0.08% 187
2022
Q2 		$257K Buy
+3,598
New +$272K 0.09% 185
2021
Q3 		– Sell
-37
Closed -$4K – 898
2021
Q2 		$4K Sell
37
-371
-91% -$36.6K ﹤0.01% 766
2021
Q1 		$40K Buy
+408
New +$39K 0.02% 410

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return