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Wealthcare Advisory Partners’s Dolby DLB Stock Holding History

Wealthcare Advisory Partners’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 – 860
2021
Q1 		$9K Buy
+87
New +$8.32K ﹤0.01% 1480

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ClearBridge Investments
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
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
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

Wealthcare Advisory Partners's DLB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Dolby (DLB) in Q2 2021, closing a stake of 87 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in DLB in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 379 funds tracked by Wall St. Rank hold DLB as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Dolby position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 87 Dolby shares in Q2 2021, an estimated $9K.
  • Wealthcare Advisory Partners first reported a position in Dolby in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Dolby position peaked at $9K in Q1 2021.
  • 379 funds tracked by Wall St. Rank held Dolby as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.