Wealthcare Capital Management’s Dolby DLB Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-21	Closed	-$2K	–	228
2021 Q1	$2K	Buy	+21	New	+$2.01K	﹤0.01%	547
2018 Q4	–	Sell	-53	Closed	-$4K	–	195
2018 Q3	$4K	Hold	53	–	–	﹤0.01%	168
2018 Q2	$3K	Hold	53	–	–	﹤0.01%	169
2018 Q1	$3K	Hold	53	–	–	﹤0.01%	172
2017 Q4	$3K	Buy	+53	New	+$3.2K	﹤0.01%	176
2015 Q2	–	Sell	-18	Closed	-$1K	–	509
2015 Q1	$1K	Buy	+18	New	+$719	﹤0.01%	856

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

Wealthcare Capital Management's DLB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Dolby (DLB) in Q2 2021, closing a stake of 21 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in DLB in Q1 2015 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 379 funds tracked by Wall St. Rank hold DLB as of Q2 2021.

Wealthcare Capital Management reported no remaining Dolby position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 21 Dolby shares in Q2 2021, an estimated $2K.
Wealthcare Capital Management first reported a position in Dolby in Q1 2015 and held it in 6 quarters.
Wealthcare Capital Management's Dolby position peaked at $4K in Q3 2018.
379 funds tracked by Wall St. Rank held Dolby as of Q2 2021.

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