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SYSTM Wealth Solutions’s Dolby DLB Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-48
Closed -$3.8K – 241
2024
Q2 		$3.8K Sell
48
-527
-92% -$42.4K ﹤0.01% 586
2024
Q1 		$48.1K Buy
575
+1
+0.2% +$83 0.01% 581
2023
Q4 		$49.5K Buy
+574
New +$48.4K 0.01% 584

Other funds holding DLB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

SYSTM Wealth Solutions's DLB Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Dolby (DLB) in Q3 2024, closing a stake of 48 shares — an estimated $3.8K sold.

SYSTM Wealth Solutions first reported a position in DLB in Q4 2023 and held it in 3 quarters. The position peaked at $49.5K in Q4 2023. 411 funds tracked by Wall St. Rank hold DLB as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Dolby position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 48 Dolby shares in Q3 2024, an estimated $3.8K.
  • SYSTM Wealth Solutions first reported a position in Dolby in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Dolby position peaked at $49.5K in Q4 2023.
  • 411 funds tracked by Wall St. Rank held Dolby as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.