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Thrive Wealth Management’s Dolby DLB Stock Holding History

Thrive Wealth 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
2024
Q3 		– Sell
-2,698
Closed -$214K – 219
2024
Q2 		$214K Buy
2,698
+233
+9% +$18.7K 0.04% 196
2024
Q1 		$206K Buy
+2,465
New +$204K 0.04% 202

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

Thrive Wealth Management's DLB Position: Q3 2024 in Review

Thrive Wealth Management sold out of Dolby (DLB) in Q3 2024, closing a stake of 2,698 shares — an estimated $214K sold.

Thrive Wealth Management first reported a position in DLB in Q1 2024 and held it in 2 quarters. The position peaked at $214K in Q2 2024. 411 funds tracked by Wall St. Rank hold DLB as of Q3 2024.

  • Thrive Wealth Management reported no remaining Dolby position as of Q3 2024 after selling out during the quarter.
  • Thrive Wealth Management sold 2,698 Dolby shares in Q3 2024, an estimated $214K.
  • Thrive Wealth Management first reported a position in Dolby in Q1 2024 and held it in 2 quarters.
  • Thrive Wealth Management's Dolby position peaked at $214K in Q2 2024.
  • 411 funds tracked by Wall St. Rank held Dolby as of Q3 2024.

Based on Thrive Wealth Management's 13F filing for Q3 2024, filed 4 Oct 2024.