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Prospera Financial Services’s Dolby DLB Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-717
Closed -$51K – 1015
2022
Q2 		$51K Sell
717
-214
-23% -$16.2K ﹤0.01% 1024
2022
Q1 		$73K Buy
+931
New +$74.9K ﹤0.01% 1211
2020
Q4 		– Sell
-784
Closed -$52K – 879
2020
Q3 		$52K Buy
+784
New +$53.1K 0.02% 604

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Prospera Financial Services's DLB Position: Q3 2022 in Review

Prospera Financial Services sold out of Dolby (DLB) in Q3 2022, closing a stake of 717 shares — an estimated $51K sold.

Prospera Financial Services first reported a position in DLB in Q3 2020 and held it in 3 quarters. The position peaked at $73K in Q1 2022. 377 funds tracked by Wall St. Rank hold DLB as of Q3 2022.

  • Prospera Financial Services reported no remaining Dolby position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 717 Dolby shares in Q3 2022, an estimated $51K.
  • Prospera Financial Services first reported a position in Dolby in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Dolby position peaked at $73K in Q1 2022.
  • 377 funds tracked by Wall St. Rank held Dolby as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.