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Berman Capital Advisors’s Dropbox DBX Stock Holding History

Berman Capital 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
2021
Q3 		$46K Buy
1,592
+540
+51% +$16.8K 0.01% 712
2021
Q2 		$31K Buy
1,052
+780
+287% +$21.3K ﹤0.01% 755
2021
Q1 		$7K Buy
272
+45
+20% +$1.08K ﹤0.01% 1150
2020
Q4 		$5K Buy
227
+10
+5% +$204 ﹤0.01% 1134
2020
Q3 		$4K Hold
217
– – ﹤0.01% 1091
2020
Q2 		$4K Buy
217
+29
+15% +$613 ﹤0.01% 1036
2020
Q1 		$3K Buy
+188
New +$3.42K ﹤0.01% 1020

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's DBX Position: Q3 2021 in Review

Berman Capital Advisors increased its Dropbox (DBX) stake by 51% in Q3 2021, buying an estimated $16.8K and bringing the position to 1,592 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #712.

Berman Capital Advisors first reported a position in DBX in Q1 2020 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold DBX as of Q3 2021.

  • Berman Capital Advisors held 1,592 shares of Dropbox worth $46K as of Q3 2021.
  • Berman Capital Advisors bought 540 Dropbox shares in Q3 2021, an estimated $16.8K.
  • Dropbox made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #712 holding.
  • Berman Capital Advisors first reported a position in Dropbox in Q1 2020 and has held it in 7 quarters since.
  • 458 funds tracked by Wall St. Rank held Dropbox as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.