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Lenox Wealth Advisors’s Dolby DLB Stock Holding History

Lenox 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
2020
Q4 		– Sell
-340
Closed -$23K – 623
2020
Q3 		$23K Hold
340
– – ﹤0.01% 261
2020
Q2 		$22K Hold
340
– – ﹤0.01% 270
2020
Q1 		$18K Hold
340
– – ﹤0.01% 281
2019
Q4 		$23K Buy
+340
New +$22.5K ﹤0.01% 311

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Lenox Wealth Advisors's DLB Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Dolby (DLB) in Q4 2020, closing a stake of 340 shares — an estimated $23K sold.

Lenox Wealth Advisors first reported a position in DLB in Q4 2019 and held it in 4 quarters. The position peaked at $23K in Q3 2020. 341 funds tracked by Wall St. Rank hold DLB as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining Dolby position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 340 Dolby shares in Q4 2020, an estimated $23K.
  • Lenox Wealth Advisors first reported a position in Dolby in Q4 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's Dolby position peaked at $23K in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Dolby as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.