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Comprehensive Financial Management’s Dropbox DBX Stock Holding History

Comprehensive Financial Management’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
2020
Q2 		– Sell
-10,506
Closed -$190K – 26
2020
Q1 		$190K Buy
+10,506
New +$191K ﹤0.01% 26

Other funds holding DBX

Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.44B AUM 28.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Comprehensive Financial Management's DBX Position: Q2 2020 in Review

Comprehensive Financial Management sold out of Dropbox (DBX) in Q2 2020, closing a stake of 10,506 shares — an estimated $190K sold.

Comprehensive Financial Management first reported a position in DBX in Q1 2020 and held it in 1 quarter. The position peaked at $190K in Q1 2020. 408 funds tracked by Wall St. Rank hold DBX as of Q2 2020.

  • Comprehensive Financial Management reported no remaining Dropbox position as of Q2 2020 after selling out during the quarter.
  • Comprehensive Financial Management sold 10,506 Dropbox shares in Q2 2020, an estimated $190K.
  • Comprehensive Financial Management first reported a position in Dropbox in Q1 2020 and held it in 1 quarter.
  • Comprehensive Financial Management's Dropbox position peaked at $190K in Q1 2020.
  • 408 funds tracked by Wall St. Rank held Dropbox as of Q2 2020.

Based on Comprehensive Financial Management's 13F filing for Q2 2020, filed 13 Aug 2020.