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
2019 Q3	–	Sell	-5,000	Closed	-$18K	–	270
2019 Q2	$18K	Buy	+5,000	New	+$116K	﹤0.01%	256

Other funds holding DBX

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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.