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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 $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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 $1.44B AUM 28.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Sowell Financial Services's DLB Position: Q2 2021 in Review

Sowell Financial Services sold out of Dolby (DLB) in Q2 2021, closing a stake of 61 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in DLB in Q3 2019 and held it in 7 quarters. The position peaked at $11K in Q3 2019. 379 funds tracked by Wall St. Rank hold DLB as of Q2 2021.

  • Sowell Financial Services reported no remaining Dolby position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 61 Dolby shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Dolby in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Dolby position peaked at $11K in Q3 2019.
  • 379 funds tracked by Wall St. Rank held Dolby as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.