Capital Advisory Group Advisory Services’s Dropbox DBX Stock Holding History

Capital Advisory Group Advisory 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
2019 Q2	–	Sell	-150	Closed	-$3K	–	430
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	353
2018 Q4	$3K	Buy	+150	New	+$3.46K	﹤0.01%	325

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AXA

Accel X Associates Palo Alto, California $33M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Advisory Group Advisory Services's DBX Position: Q2 2019 in Review

Capital Advisory Group Advisory Services sold out of Dropbox (DBX) in Q2 2019, closing a stake of 150 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in DBX in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 334 funds tracked by Wall St. Rank hold DBX as of Q2 2019.

Capital Advisory Group Advisory Services reported no remaining Dropbox position as of Q2 2019 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 150 Dropbox shares in Q2 2019, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in Dropbox in Q4 2018 and held it in 2 quarters.
Capital Advisory Group Advisory Services's Dropbox position peaked at $3K in Q1 2019.
334 funds tracked by Wall St. Rank held Dropbox as of Q2 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2019, filed 28 May 2020.