Claro Advisors’s Dropbox DBX Stock Holding History

Claro 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
2019 Q1	–	Sell	-1,000	Closed	-$27K	–	330
2018 Q4	$27K	Buy	+1,000	New	+$23K	0.02%	476

Other funds holding DBX

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

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

AXA

Accel X Associates Palo Alto, California $33M AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

Claro Advisors's DBX Position: Q1 2019 in Review

Claro Advisors sold out of Dropbox (DBX) in Q1 2019, closing a stake of 1,000 shares — an estimated $27K sold.

Claro Advisors first reported a position in DBX in Q4 2018 and held it in 1 quarter. The position peaked at $27K in Q4 2018. 277 funds tracked by Wall St. Rank hold DBX as of Q1 2019.

Claro Advisors reported no remaining Dropbox position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 1,000 Dropbox shares in Q1 2019, an estimated $27K.
Claro Advisors first reported a position in Dropbox in Q4 2018 and held it in 1 quarter.
Claro Advisors's Dropbox position peaked at $27K in Q4 2018.
277 funds tracked by Wall St. Rank held Dropbox as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.