Intercontinental Wealth Advisors’s Dolby DLB Stock Holding History

Intercontinental Wealth Advisors’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
2023 Q2	$491K	Buy	5,865 +204	+4%	+$17K	0.12%	189
2023 Q1	$484K	Sell	5,661 -34	-0.6%	-$2.74K	0.12%	198
2022 Q4	$402K	Buy	5,695 +1,562	+38%	+$108K	0.12%	193
2022 Q3	$269K	Buy	4,133 +80	+2%	+$5.95K	0.08%	238
2022 Q2	$290K	Buy	+4,053	New	+$307K	0.08%	233

Other funds holding DLB

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Intercontinental Wealth Advisors's DLB Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Dolby (DLB) stake by 3.6% in Q2 2023, buying an estimated $17K and bringing the position to 5,865 shares worth $491K. The position accounts for 0.12% of the portfolio, ranked #189.

Intercontinental Wealth Advisors first reported a position in DLB in Q2 2022 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold DLB as of Q2 2023.

Intercontinental Wealth Advisors held 5,865 shares of Dolby worth $491K as of Q2 2023.
Intercontinental Wealth Advisors bought 204 Dolby shares in Q2 2023, an estimated $17K.
Dolby made up 0.12% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #189 holding.
Intercontinental Wealth Advisors first reported a position in Dolby in Q2 2022 and has held it in 5 quarters since.
416 funds tracked by Wall St. Rank held Dolby as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.