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TD Ameritrade Investment Management’s Dolby DLB Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-65
Closed -$5K – 115
2023
Q2 		$5K Sell
65
-32
-33% -$2.67K ﹤0.01% 397
2023
Q1 		$8K Buy
+97
New +$7.83K ﹤0.01% 399
2021
Q4 		– Sell
-467
Closed -$31K – 638
2021
Q3 		$31K Buy
+467
New +$45.3K ﹤0.01% 362
2021
Q2 		– Sell
-559
Closed -$54K – 638
2021
Q1 		$54K Hold
559
– – ﹤0.01% 324
2020
Q4 		$54K Buy
559
+92
+20% +$7.6K ﹤0.01% 324
2020
Q3 		$31K Sell
467
-9
-2% -$609 ﹤0.01% 362
2020
Q2 		$31K Buy
476
+67
+16% +$4.01K ﹤0.01% 350
2020
Q1 		$22K Buy
+409
New +$26.8K ﹤0.01% 351

Other funds holding DLB

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

TD Ameritrade Investment Management's DLB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Dolby (DLB) in Q3 2023, closing a stake of 65 shares — an estimated $5K sold.

TD Ameritrade Investment Management first reported a position in DLB in Q1 2020 and held it in 8 quarters. The position peaked at $54K in Q1 2021. 412 funds tracked by Wall St. Rank hold DLB as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Dolby position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 65 Dolby shares in Q3 2023, an estimated $5K.
  • TD Ameritrade Investment Management first reported a position in Dolby in Q1 2020 and held it in 8 quarters.
  • TD Ameritrade Investment Management's Dolby position peaked at $54K in Q1 2021.
  • 412 funds tracked by Wall St. Rank held Dolby as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.