TRUE Private Wealth Advisors’s Dolby DLB Stock Holding History

TRUE Private 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
2020 Q1	–	Sell	-1,311	Closed	-$90K	–	711
2019 Q4	$90K	Buy	+1,311	New	+$86.7K	0.01%	307
2019 Q3	–	Sell	-1,311	Closed	-$84K	–	346
2019 Q2	$84K	Buy	+1,311	New	+$83.6K	0.01%	286
2018 Q4	–	Sell	-1,334	Closed	-$93.3K	–	405
2018 Q3	$93.3K	Buy	+1,334	New	+$89.4K	0.01%	375

Other funds holding DLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TRUE Private Wealth Advisors's DLB Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Dolby (DLB) in Q1 2020, closing a stake of 1,311 shares — an estimated $90K sold.

TRUE Private Wealth Advisors first reported a position in DLB in Q3 2018 and held it in 3 quarters. The position peaked at $93.3K in Q3 2018. 305 funds tracked by Wall St. Rank hold DLB as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Dolby position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,311 Dolby shares in Q1 2020, an estimated $90K.
TRUE Private Wealth Advisors first reported a position in Dolby in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Dolby position peaked at $93.3K in Q3 2018.
305 funds tracked by Wall St. Rank held Dolby as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.