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American Trust Investment Advisors’s Dropbox DBX Stock Holding History

American Trust Investment Advisors’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
2022
Q1 		– Sell
-91,690
Closed -$2.25M – 92
2021
Q4 		$2.25M Buy
91,690
+165
+0.2% +$4.44K 1.12% 37
2021
Q3 		$2.67M Sell
91,525
-6,910
-7% -$215K 1.51% 32
2021
Q2 		$2.98M Buy
98,435
+3,545
+4% +$96.9K 1.6% 30
2021
Q1 		$2.53M Buy
+94,890
New +$2.28M 1.48% 31

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Trust Investment Advisors's DBX Position: Q1 2022 in Review

American Trust Investment Advisors sold out of Dropbox (DBX) in Q1 2022, closing a stake of 91,690 shares — an estimated $2.25M sold.

American Trust Investment Advisors first reported a position in DBX in Q1 2021 and held it in 4 quarters. The position peaked at $2.98M in Q2 2021. 480 funds tracked by Wall St. Rank hold DBX as of Q1 2022.

  • American Trust Investment Advisors reported no remaining Dropbox position as of Q1 2022 after selling out during the quarter.
  • American Trust Investment Advisors sold 91,690 Dropbox shares in Q1 2022, an estimated $2.25M.
  • American Trust Investment Advisors first reported a position in Dropbox in Q1 2021 and held it in 4 quarters.
  • American Trust Investment Advisors's Dropbox position peaked at $2.98M in Q2 2021.
  • 480 funds tracked by Wall St. Rank held Dropbox as of Q1 2022.

Based on American Trust Investment Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.