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Realta Investment Advisors’s Dolby DLB Stock Holding History

Realta Investment 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
Q1 		– Sell
-299
Closed -$20K – 558
2019
Q4 		$20K Hold
299
– – 0.01% 920
2019
Q3 		$19K Hold
299
– – 0.01% 932
2019
Q2 		$19K Buy
299
+151
+102% +$9.63K 0.01% 948
2019
Q1 		$10K Buy
+148
New +$9.46K ﹤0.01% 900

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Realta Investment Advisors's DLB Position: Q1 2020 in Review

Realta Investment Advisors sold out of Dolby (DLB) in Q1 2020, closing a stake of 299 shares — an estimated $20K sold.

Realta Investment Advisors first reported a position in DLB in Q1 2019 and held it in 4 quarters. The position peaked at $20K in Q4 2019. 305 funds tracked by Wall St. Rank hold DLB as of Q1 2020.

  • Realta Investment Advisors reported no remaining Dolby position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 299 Dolby shares in Q1 2020, an estimated $20K.
  • Realta Investment Advisors first reported a position in Dolby in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Dolby position peaked at $20K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Dolby as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.