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Laurel Wealth Advisors (California)’s Dolby DLB Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.15M Sell
16,353
-1,165
-7% -$80.3K 0.11% 188
2022
Q3 		$1.14M Buy
17,518
+3,729
+27% +$277K 0.12% 185
2022
Q2 		$986K Sell
13,789
-1,281
-9% -$96.9K 0.1% 222
2022
Q1 		$1.18M Buy
15,070
+42
+0.3% +$3.38K 0.1% 220
2021
Q4 		$1.43M Buy
+15,028
New +$1.35M 0.11% 183

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

Laurel Wealth Advisors (California)'s DLB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Dolby (DLB) stake by 6.7% in Q4 2022, selling an estimated $80.3K and leaving 16,353 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #188.

Laurel Wealth Advisors (California) first reported a position in DLB in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.43M in Q4 2021. 389 funds tracked by Wall St. Rank hold DLB as of Q4 2022.

  • Laurel Wealth Advisors (California) held 16,353 shares of Dolby worth $1.15M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,165 Dolby shares in Q4 2022, an estimated $80.3K.
  • Dolby made up 0.11% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #188 holding.
  • Laurel Wealth Advisors (California) first reported a position in Dolby in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Dolby position peaked at $1.43M in Q4 2021.
  • 389 funds tracked by Wall St. Rank held Dolby as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.