Walled Lake Planning & Wealth Management’s Dolby DLB Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-305	Closed	-$27K	–	154
2021 Q3	$27K	Buy	305 +1	+0.3%	+$97	0.02%	200
2021 Q2	$30K	Hold	304	–	–	0.02%	183
2021 Q1	$30K	Buy	304 +1	+0.3%	+$96	0.02%	173
2020 Q4	$29K	Buy	303 +1	+0.3%	+$83	0.02%	153
2020 Q3	$20K	Buy	302 +1	+0.3%	+$68	0.02%	168
2020 Q2	$20K	Buy	301 +1	+0.3%	+$60	0.02%	153
2020 Q1	$16K	Buy	300 +1	+0.3%	+$66	0.01%	151
2019 Q4	$21K	Buy	+299	New	+$19.8K	0.02%	158

Other funds holding DLB

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Walled Lake Planning & Wealth Management's DLB Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Dolby (DLB) in Q4 2021, closing a stake of 305 shares — an estimated $27K sold.

Walled Lake Planning & Wealth Management first reported a position in DLB in Q4 2019 and held it in 8 quarters. The position peaked at $30K in Q2 2021. 373 funds tracked by Wall St. Rank hold DLB as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Dolby position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 305 Dolby shares in Q4 2021, an estimated $27K.
Walled Lake Planning & Wealth Management first reported a position in Dolby in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Dolby position peaked at $30K in Q2 2021.
373 funds tracked by Wall St. Rank held Dolby as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.