CWP
DBX icon

Capital Wealth Planning’s Dropbox DBX Stock Holding History

Capital Wealth Planning’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
-8,700
Closed -$232K – 131
2021
Q1 		$232K Buy
+8,700
New +$209K 0.01% 115
2019
Q3 		– Sell
-5,800
Closed -$145K – 271
2019
Q2 		$145K Buy
+5,800
New +$134K 0.01% 248

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Capital Wealth Planning's DBX Position: Q2 2021 in Review

Capital Wealth Planning sold out of Dropbox (DBX) in Q2 2021, closing a stake of 8,700 shares — an estimated $232K sold.

Capital Wealth Planning first reported a position in DBX in Q2 2019 and held it in 2 quarters. The position peaked at $232K in Q1 2021. 450 funds tracked by Wall St. Rank hold DBX as of Q2 2021.

  • Capital Wealth Planning reported no remaining Dropbox position as of Q2 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 8,700 Dropbox shares in Q2 2021, an estimated $232K.
  • Capital Wealth Planning first reported a position in Dropbox in Q2 2019 and held it in 2 quarters.
  • Capital Wealth Planning's Dropbox position peaked at $232K in Q1 2021.
  • 450 funds tracked by Wall St. Rank held Dropbox as of Q2 2021.

Based on Capital Wealth Planning's 13F filing for Q2 2021, filed 3 Aug 2021.