CIA
DBX icon

CSat Investment Advisory’s Dropbox DBX Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-6,252
Closed -$120K – 633
2020
Q3 		$120K Sell
6,252
-3,441
-35% -$71.7K 0.01% 395
2020
Q2 		$211K Buy
9,693
+7,126
+278% +$151K 0.03% 304
2020
Q1 		$46K Buy
2,567
+147
+6% +$2.67K 0.01% 544
2019
Q4 		$43K Buy
2,420
+88
+4% +$1.66K 0.01% 641
2019
Q3 		$47K Buy
2,332
+516
+28% +$11K 0.01% 573
2019
Q2 		$45K Buy
+1,816
New +$42K 0.02% 583

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
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
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSat Investment Advisory's DBX Position: Q4 2020 in Review

CSat Investment Advisory sold out of Dropbox (DBX) in Q4 2020, closing a stake of 6,252 shares — an estimated $120K sold.

CSat Investment Advisory first reported a position in DBX in Q2 2019 and held it in 6 quarters. The position peaked at $211K in Q2 2020. 430 funds tracked by Wall St. Rank hold DBX as of Q4 2020.

  • CSat Investment Advisory reported no remaining Dropbox position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 6,252 Dropbox shares in Q4 2020, an estimated $120K.
  • CSat Investment Advisory first reported a position in Dropbox in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Dropbox position peaked at $211K in Q2 2020.
  • 430 funds tracked by Wall St. Rank held Dropbox as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.