SFS
DLB icon

Sowell Financial Services’s Dolby DLB Stock Holding History

Sowell 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
2021
Q2 		– Sell
-61
Closed -$6K – 1069
2021
Q1 		$6K Sell
61
-40
-40% -$3.83K ﹤0.01% 2520
2020
Q4 		$10K Sell
101
-42
-29% -$3.47K ﹤0.01% 2000
2020
Q3 		$9K Buy
143
+3
+2% +$203 ﹤0.01% 1829
2020
Q2 		$9K Buy
140
+103
+278% +$6.17K ﹤0.01% 1722
2020
Q1 		$2K Sell
37
-52
-58% -$3.41K ﹤0.01% 2049
2019
Q4 		$6K Sell
89
-78
-47% -$5.16K ﹤0.01% 1833
2019
Q3 		$11K Buy
+167
New +$10.5K ﹤0.01% 1497

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return