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JP Morgan Private Wealth Advisors’s Dolby DLB Stock Holding History

JP Morgan Private 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
Q3 		$337K Sell
4,246
-1,145
-21% -$96K ﹤0.01% 1417
2023
Q2 		$451K Sell
5,391
-4,646
-46% -$388K ﹤0.01% 1077
2023
Q1 		$857K Buy
10,037
+54
+0.5% +$4.36K ﹤0.01% 1238
2022
Q4 		$704K Buy
9,983
+1,461
+17% +$101K ﹤0.01% 1317
2022
Q3 		$555K Buy
8,522
+265
+3% +$19.7K ﹤0.01% 1414
2022
Q2 		$591K Sell
8,257
-216
-3% -$16.3K ﹤0.01% 1388
2022
Q1 		$663K Buy
8,473
+618
+8% +$49.7K ﹤0.01% 1405
2021
Q4 		$748K Sell
7,855
-52
-0.7% -$4.66K ﹤0.01% 1387
2021
Q3 		$696K Buy
7,907
+993
+14% +$96.2K ﹤0.01% 1373
2021
Q2 		$680K Buy
6,914
+646
+10% +$63.8K ﹤0.01% 1365
2021
Q1 		$619K Sell
6,268
-621
-9% -$59.4K ﹤0.01% 1242
2020
Q4 		$669K Buy
6,889
+359
+5% +$29.7K ﹤0.01% 1173
2020
Q3 		$433K Buy
6,530
+388
+6% +$26.3K ﹤0.01% 1214
2020
Q2 		$405K Sell
6,142
-229
-4% -$13.7K ﹤0.01% 1194
2020
Q1 		$345K Sell
6,371
-1,691
-21% -$111K ﹤0.01% 1080
2019
Q4 		$555K Sell
8,062
-1,309
-14% -$86.6K ﹤0.01% 1014
2019
Q3 		$606K Sell
9,371
-1,618
-15% -$102K ﹤0.01% 932
2019
Q2 		$710K Sell
10,989
-2,505
-19% -$160K ﹤0.01% 864
2019
Q1 		$850K Sell
13,494
-637
-5% -$40.7K ﹤0.01% 845
2018
Q4 		$874K Sell
14,131
-146
-1% -$9.83K 0.01% 795
2018
Q3 		$999K Buy
14,277
+1,694
+13% +$114K ﹤0.01% 830
2018
Q2 		$776K Buy
12,583
+3,058
+32% +$195K ﹤0.01% 854
2018
Q1 		$606K Buy
9,525
+556
+6% +$35.8K ﹤0.01% 804
2017
Q4 		$556K Sell
8,969
-801
-8% -$48.4K ﹤0.01% 830
2017
Q3 		$562K Buy
9,770
+527
+6% +$27.6K ﹤0.01% 799
2017
Q2 		$453K Buy
9,243
+257
+3% +$13.1K ﹤0.01% 867
2017
Q1 		$471K Buy
8,986
+196
+2% +$9.7K ﹤0.01% 877
2016
Q4 		$397K Buy
8,790
+652
+8% +$31.4K ﹤0.01% 888
2016
Q3 		$442K Buy
8,138
+126
+2% +$6.31K ﹤0.01% 828
2016
Q2 		$383K Sell
8,012
-791
-9% -$36.1K ﹤0.01% 879
2016
Q1 		$383K Sell
8,803
-973
-10% -$36.1K ﹤0.01% 854
2015
Q4 		$329K Buy
9,776
+1,629
+20% +$55.9K ﹤0.01% 829
2015
Q3 		$266K Sell
8,147
-713
-8% -$24.3K ﹤0.01% 829
2015
Q2 		$352K Buy
8,860
+942
+12% +$37.3K ﹤0.01% 791
2015
Q1 		$302K Sell
7,918
-137
-2% -$5.47K ﹤0.01% 887
2014
Q4 		$347K Buy
8,055
+1,966
+32% +$83.5K ﹤0.01% 827
2014
Q3 		$254K Buy
6,089
+378
+7% +$16.8K ﹤0.01% 895
2014
Q2 		$247K Buy
+5,711
New +$239K ﹤0.01% 752

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
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

JP Morgan Private Wealth Advisors's DLB Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Dolby (DLB) stake by 21% in Q3 2023, selling an estimated $96K and leaving 4,246 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

JP Morgan Private Wealth Advisors first reported a position in DLB in Q2 2014 and has held it in 38 quarters since. The position peaked at $999K in Q3 2018. 412 funds tracked by Wall St. Rank hold DLB as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 4,246 shares of Dolby worth $337K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,145 Dolby shares in Q3 2023, an estimated $96K.
  • Dolby made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1417 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Dolby in Q2 2014 and has held it in 38 quarters since.
  • JP Morgan Private Wealth Advisors's Dolby position peaked at $999K in Q3 2018.
  • 412 funds tracked by Wall St. Rank held Dolby as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.