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Annapolis Financial Services’s Dropbox DBX Stock Holding History

Annapolis Financial Services’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
2021
Q2 		– Sell
-500
Closed -$13K – 429
2021
Q1 		$13K Hold
500
– – ﹤0.01% 236
2020
Q4 		$11K Buy
+500
New +$10.2K ﹤0.01% 241

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $495B AUM 43.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Annapolis Financial Services's DBX Position: Q2 2021 in Review

Annapolis Financial Services sold out of Dropbox (DBX) in Q2 2021, closing a stake of 500 shares — an estimated $13K sold.

Annapolis Financial Services first reported a position in DBX in Q4 2020 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 450 funds tracked by Wall St. Rank hold DBX as of Q2 2021.

  • Annapolis Financial Services reported no remaining Dropbox position as of Q2 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 500 Dropbox shares in Q2 2021, an estimated $13K.
  • Annapolis Financial Services first reported a position in Dropbox in Q4 2020 and held it in 2 quarters.
  • Annapolis Financial Services's Dropbox position peaked at $13K in Q1 2021.
  • 450 funds tracked by Wall St. Rank held Dropbox as of Q2 2021.

Based on Annapolis Financial Services's 13F filing for Q2 2021, filed 4 Aug 2021.