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Avantax Planning Partners’s Dropbox DBX Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-198
Closed -$5K – 488
2018
Q3 		$5K Buy
+198
New +$5.72K ﹤0.01% 1084

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SI
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T. Rowe Price Associates
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
HLC
Hunt Lane Capital New York $39.6M AUM 58.74% 1-Year Est. Return
IVGAI
Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return

Avantax Planning Partners's DBX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Dropbox (DBX) in Q4 2018, closing a stake of 198 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in DBX in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 268 funds tracked by Wall St. Rank hold DBX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Dropbox position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 198 Dropbox shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Dropbox in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Dropbox position peaked at $5K in Q3 2018.
  • 268 funds tracked by Wall St. Rank held Dropbox as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.