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Ten Capital Wealth Advisors’s Dolby DLB Stock Holding History

Ten Capital 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
Q1 		– Sell
-120
Closed -$8.46K – 593
2022
Q4 		$8.46K Hold
120
– – ﹤0.01% 329
2022
Q3 		$8K Buy
+120
New +$8.93K ﹤0.01% 334

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 $6.73T AUM 46.02% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ten Capital Wealth Advisors's DLB Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Dolby (DLB) in Q1 2023, closing a stake of 120 shares — an estimated $8.46K sold.

Ten Capital Wealth Advisors first reported a position in DLB in Q3 2022 and held it in 2 quarters. The position peaked at $8.46K in Q4 2022. 413 funds tracked by Wall St. Rank hold DLB as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Dolby position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 120 Dolby shares in Q1 2023, an estimated $8.46K.
  • Ten Capital Wealth Advisors first reported a position in Dolby in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's Dolby position peaked at $8.46K in Q4 2022.
  • 413 funds tracked by Wall St. Rank held Dolby as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.