JFS Wealth Advisors’s Dolby DLB Stock Holding History

JFS 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
2026 Q2	$421	Sell	8 -20	-71%	-$1.15K	﹤0.01%	1989
2026 Q1	$1.68K	Sell	28 -4	-13%	-$253	﹤0.01%	1559
2025 Q4	$2.06K	Buy	32 +7	+28%	+$470	﹤0.01%	1540
2025 Q3	$1.81K	Buy	25 +15	+150%	+$1.1K	﹤0.01%	1463
2025 Q2	$743	Sell	10 -25	-71%	-$1.87K	﹤0.01%	1630
2025 Q1	$2.81K	Buy	35 +6	+21%	+$490	﹤0.01%	1340
2024 Q4	$2.27K	Hold	29	–	–	﹤0.01%	1423
2024 Q3	$2.22K	Sell	29 -11	-28%	-$819	﹤0.01%	1437
2024 Q2	$3.17K	Hold	40	–	–	﹤0.01%	1254
2024 Q1	$3.35K	Sell	40 -2	-5%	-$165	﹤0.01%	1253
2023 Q4	$3.62K	Buy	42 +1	+2%	+$84	﹤0.01%	1187
2023 Q3	$3.25K	Hold	41	–	–	﹤0.01%	1182
2023 Q2	$3.43K	Hold	41	–	–	﹤0.01%	1179
2023 Q1	$3.5K	Buy	41 +5	+14%	+$404	﹤0.01%	1138
2022 Q4	$2.54K	Sell	36 -31	-46%	-$2.14K	﹤0.01%	1279
2022 Q3	$4K	Buy	67 +20	+43%	+$1.49K	﹤0.01%	1044
2022 Q2	$3K	Sell	47 -11	-19%	-$832	﹤0.01%	1169
2022 Q1	$5K	Buy	58 +46	+383%	+$3.7K	﹤0.01%	1029
2021 Q4	$1K	Buy	+12	New	+$1.07K	﹤0.01%	1325
2020 Q4	–	Sell	-60	Closed	-$4K	–	585
2020 Q3	$4K	Hold	60	–	–	﹤0.01%	459
2020 Q2	$4K	Buy	+60	New	+$3.59K	﹤0.01%	439

Other funds holding DLB

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

R.H. Dinel Investment Counsel Los Angeles, California $130M AUM 5.64% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return