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Money Concepts Capital’s Dolby DLB Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-15
Closed -$1.06K – 1066
2022
Q4 		$1.06K Sell
15
-63
-81% -$4.34K ﹤0.01% 2864
2022
Q3 		$5K Hold
78
– – ﹤0.01% 1203
2022
Q2 		$6K Hold
78
– – ﹤0.01% 1129
2022
Q1 		$6K Buy
+78
New +$6.27K ﹤0.01% 2117

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
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Money Concepts Capital's DLB Position: Q1 2023 in Review

Money Concepts Capital sold out of Dolby (DLB) in Q1 2023, closing a stake of 15 shares — an estimated $1.06K sold.

Money Concepts Capital first reported a position in DLB in Q1 2022 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 413 funds tracked by Wall St. Rank hold DLB as of Q1 2023.

  • Money Concepts Capital reported no remaining Dolby position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 15 Dolby shares in Q1 2023, an estimated $1.06K.
  • Money Concepts Capital first reported a position in Dolby in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Dolby position peaked at $6K in Q2 2022.
  • 413 funds tracked by Wall St. Rank held Dolby as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.