AWM
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AE Wealth Management’s Dropbox DBX Stock Holding History

AE Wealth Management’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-27,751
Closed -$604K – 1291
2020
Q2 		$604K Buy
27,751
+6,725
+32% +$142K 0.01% 793
2020
Q1 		$381K Buy
+21,026
New +$382K 0.01% 779

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

AE Wealth Management's DBX Position: Q3 2020 in Review

AE Wealth Management sold out of Dropbox (DBX) in Q3 2020, closing a stake of 27,751 shares — an estimated $604K sold.

AE Wealth Management first reported a position in DBX in Q1 2020 and held it in 2 quarters. The position peaked at $604K in Q2 2020. 395 funds tracked by Wall St. Rank hold DBX as of Q3 2020.

  • AE Wealth Management reported no remaining Dropbox position as of Q3 2020 after selling out during the quarter.
  • AE Wealth Management sold 27,751 Dropbox shares in Q3 2020, an estimated $604K.
  • AE Wealth Management first reported a position in Dropbox in Q1 2020 and held it in 2 quarters.
  • AE Wealth Management's Dropbox position peaked at $604K in Q2 2020.
  • 395 funds tracked by Wall St. Rank held Dropbox as of Q3 2020.

Based on AE Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.