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Capital Investment Advisory Services’s Dropbox DBX Stock Holding History

Capital Investment 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
Q4 		– Sell
-4,700
Closed -$95K – 715
2019
Q3 		$95K Buy
4,700
+2,000
+74% +$42.6K 0.03% 399
2019
Q2 		$66K Sell
2,700
-400
-13% -$9.24K 0.02% 488
2019
Q1 		$68K Buy
3,100
+300
+11% +$6.98K 0.03% 422
2018
Q4 		$57K Buy
+2,800
New +$64.5K 0.02% 428

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
SI
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Capital Investment Advisory Services's DBX Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Dropbox (DBX) in Q4 2019, closing a stake of 4,700 shares — an estimated $95K sold.

Capital Investment Advisory Services first reported a position in DBX in Q4 2018 and held it in 4 quarters. The position peaked at $95K in Q3 2019. 326 funds tracked by Wall St. Rank hold DBX as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Dropbox position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 4,700 Dropbox shares in Q4 2019, an estimated $95K.
  • Capital Investment Advisory Services first reported a position in Dropbox in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Dropbox position peaked at $95K in Q3 2019.
  • 326 funds tracked by Wall St. Rank held Dropbox as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.