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Plante Moran Financial Advisors’s Dolby DLB Stock Holding History

Plante Moran Financial 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
Q3 		– Sell
-5
Closed – – 854
2020
Q2 		$0 Buy
+5
New +$299 ﹤0.01% 774
2016
Q4 		– Sell
-486
Closed -$26K – 979
2016
Q3 		$26K Buy
486
+373
+330% +$18.7K 0.02% 432
2016
Q2 		$5K Buy
113
+68
+151% +$3.11K ﹤0.01% 623
2016
Q1 		$2K Sell
45
-432
-91% -$16K ﹤0.01% 713
2015
Q4 		$16K Buy
+477
New +$16.4K 0.01% 483

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.44B AUM 28.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Plante Moran Financial Advisors's DLB Position: Q3 2020 in Review

Plante Moran Financial Advisors sold out of Dolby (DLB) in Q3 2020, closing a stake of 5 shares.

Plante Moran Financial Advisors first reported a position in DLB in Q4 2015 and held it in 5 quarters. The position peaked at $26K in Q3 2016. 329 funds tracked by Wall St. Rank hold DLB as of Q3 2020.

  • Plante Moran Financial Advisors reported no remaining Dolby position as of Q3 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 5 Dolby shares in Q3 2020.
  • Plante Moran Financial Advisors first reported a position in Dolby in Q4 2015 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Dolby position peaked at $26K in Q3 2016.
  • 329 funds tracked by Wall St. Rank held Dolby as of Q3 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.