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TCI Wealth Advisors’s Dolby DLB Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-47
Closed -$4.01K – 746
2023
Q1 		$4.01K Hold
47
– – ﹤0.01% 1689
2022
Q4 		$3.31K Buy
47
+1
+2% +$69 ﹤0.01% 1805
2022
Q3 		$3K Buy
46
+2
+5% +$149 ﹤0.01% 1751
2022
Q2 		$3K Hold
44
– – ﹤0.01% 1776
2022
Q1 		$3K Buy
44
+37
+529% +$2.98K ﹤0.01% 1866
2021
Q4 		$1K Hold
7
– – ﹤0.01% 2179
2021
Q3 		$1K Sell
7
-36
-84% -$3.49K ﹤0.01% 2250
2021
Q2 		$4K Hold
43
– – ﹤0.01% 1554
2021
Q1 		$4K Sell
43
-4
-9% -$382 ﹤0.01% 1351
2020
Q4 		$5K Buy
47
+40
+571% +$3.3K ﹤0.01% 863
2020
Q3 		$0 Buy
+7
New +$474 ﹤0.01% 1556
2020
Q1 		– Sell
-7
Closed – – 1534
2019
Q4 		$0 Hold
7
– – ﹤0.01% 1564
2019
Q3 		$0 Buy
7
+1
+17% +$63 ﹤0.01% 1517
2019
Q2 		$0 Sell
6
-50
-89% -$3.19K ﹤0.01% 1446
2019
Q1 		$4K Sell
56
-95
-63% -$6.07K ﹤0.01% 833
2018
Q4 		$9K Buy
151
+137
+979% +$9.22K ﹤0.01% 644
2018
Q3 		$1K Sell
14
-26
-65% -$1.74K ﹤0.01% 1193
2018
Q2 		$2K Buy
+40
New +$2.54K ﹤0.01% 1055
2016
Q4 		– Sell
-56
Closed -$3K – 1376
2016
Q3 		$3K Buy
+56
New +$2.8K ﹤0.01% 850

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

TCI Wealth Advisors's DLB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Dolby (DLB) in Q2 2023, closing a stake of 47 shares — an estimated $4.01K sold.

TCI Wealth Advisors first reported a position in DLB in Q3 2016 and held it in 19 quarters. The position peaked at $9K in Q4 2018. 417 funds tracked by Wall St. Rank hold DLB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Dolby position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 47 Dolby shares in Q2 2023, an estimated $4.01K.
  • TCI Wealth Advisors first reported a position in Dolby in Q3 2016 and held it in 19 quarters.
  • TCI Wealth Advisors's Dolby position peaked at $9K in Q4 2018.
  • 417 funds tracked by Wall St. Rank held Dolby as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.