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Williams Jones Wealth Management’s Dolby DLB Stock Holding History

Williams Jones 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
2020
Q1 		– Sell
-3,139
Closed -$216K – 401
2019
Q4 		$216K Sell
3,139
-1,550
-33% -$103K ﹤0.01% 403
2019
Q3 		$303K Buy
+4,689
New +$295K 0.01% 333

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Williams Jones Wealth Management's DLB Position: Q1 2020 in Review

Williams Jones Wealth Management sold out of Dolby (DLB) in Q1 2020, closing a stake of 3,139 shares — an estimated $216K sold.

Williams Jones Wealth Management first reported a position in DLB in Q3 2019 and held it in 2 quarters. The position peaked at $303K in Q3 2019. 305 funds tracked by Wall St. Rank hold DLB as of Q1 2020.

  • Williams Jones Wealth Management reported no remaining Dolby position as of Q1 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 3,139 Dolby shares in Q1 2020, an estimated $216K.
  • Williams Jones Wealth Management first reported a position in Dolby in Q3 2019 and held it in 2 quarters.
  • Williams Jones Wealth Management's Dolby position peaked at $303K in Q3 2019.
  • 305 funds tracked by Wall St. Rank held Dolby as of Q1 2020.

Based on Williams Jones Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.