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Liberty Wealth Management’s Dolby DLB Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-52
Closed -$5K – 397
2021
Q3 		$5K Hold
52
– – ﹤0.01% 943
2021
Q2 		$5K Buy
52
+1
+2% +$99 ﹤0.01% 781
2021
Q1 		$4K Hold
51
– – ﹤0.01% 725
2020
Q4 		$4K Sell
51
-1
-2% -$83 ﹤0.01% 721
2020
Q3 		$3K Buy
+52
New +$3.52K ﹤0.01% 701
2019
Q3 		– Sell
-197
Closed -$13K – 895
2019
Q2 		$13K Hold
197
– – 0.01% 474
2019
Q1 		$12K Buy
197
+35
+22% +$2.24K 0.01% 406
2018
Q4 		$10K Buy
+162
New +$10.9K 0.01% 423

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Liberty Wealth Management's DLB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Dolby (DLB) in Q4 2021, closing a stake of 52 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in DLB in Q4 2018 and held it in 8 quarters. The position peaked at $13K in Q2 2019. 373 funds tracked by Wall St. Rank hold DLB as of Q4 2021.

  • Liberty Wealth Management reported no remaining Dolby position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 52 Dolby shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Dolby in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's Dolby position peaked at $13K in Q2 2019.
  • 373 funds tracked by Wall St. Rank held Dolby as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.