Valeo Financial Advisors’s Dolby DLB Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-87	Closed	-$9K	–	835
2021 Q1	$9K	Buy	87 +65	+295%	+$6.21K	﹤0.01%	1384
2020 Q4	$2K	Hold	22	–	–	﹤0.01%	1506
2020 Q3	$1K	Sell	22 -208	-90%	-$14.1K	﹤0.01%	1474
2020 Q2	$15K	Hold	230	–	–	﹤0.01%	1148
2020 Q1	$13K	Hold	230	–	–	﹤0.01%	998
2019 Q4	$16K	Buy	230 +64	+39%	+$4.24K	﹤0.01%	970
2019 Q3	$11K	Sell	166 -91	-35%	-$5.72K	﹤0.01%	998
2019 Q2	$17K	Hold	257	–	–	﹤0.01%	890
2019 Q1	$16K	Sell	257 -10	-4%	-$639	﹤0.01%	839
2018 Q4	$17K	Hold	267	–	–	﹤0.01%	746
2018 Q3	$18K	Buy	267 +27	+11%	+$1.81K	﹤0.01%	797
2018 Q2	$16K	Sell	240 -277	-54%	-$17.6K	﹤0.01%	816
2018 Q1	$33K	Buy	+517	New	+$33.2K	0.01%	585

Other funds holding DLB

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

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

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

ACM

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

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

DGI

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

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

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Valeo Financial Advisors's DLB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Dolby (DLB) in Q2 2021, closing a stake of 87 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in DLB in Q1 2018 and held it in 13 quarters. The position peaked at $33K in Q1 2018. 379 funds tracked by Wall St. Rank hold DLB as of Q2 2021.

Valeo Financial Advisors reported no remaining Dolby position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 87 Dolby shares in Q2 2021, an estimated $9K.
Valeo Financial Advisors first reported a position in Dolby in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Dolby position peaked at $33K in Q1 2018.
379 funds tracked by Wall St. Rank held Dolby as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.