Wealthspire Advisors (Maryland)’s Dolby DLB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-194	Closed	-$12K	–	853
2019 Q1	$12K	Buy	194 +8	+4%	+$511	﹤0.01%	1452
2018 Q4	$12K	Hold	186	–	–	﹤0.01%	1391
2018 Q3	$13K	Hold	186	–	–	﹤0.01%	1432
2018 Q2	$11K	Hold	186	–	–	﹤0.01%	1494
2018 Q1	$12K	Sell	186 -264	-59%	-$17K	﹤0.01%	1490
2017 Q4	$28K	Hold	450	–	–	﹤0.01%	1219
2017 Q3	$26K	Buy	450 +185	+70%	+$9.69K	﹤0.01%	1204
2017 Q2	$13K	Buy	+265	New	+$13.5K	﹤0.01%	1429
2016 Q2	–	Sell	-50	Closed	-$2K	–	1714
2016 Q1	$2K	Buy	+50	New	+$1.86K	﹤0.01%	1520

Other funds holding DLB

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

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

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

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

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

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

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

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

DGI

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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DLB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Dolby (DLB) in Q2 2019, closing a stake of 194 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in DLB in Q1 2016 and held it in 9 quarters. The position peaked at $28K in Q4 2017. 302 funds tracked by Wall St. Rank hold DLB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Dolby position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 194 Dolby shares in Q2 2019, an estimated $12K.
Wealthspire Advisors (Maryland) first reported a position in Dolby in Q1 2016 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Dolby position peaked at $28K in Q4 2017.
302 funds tracked by Wall St. Rank held Dolby as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.