Edge Wealth Management’s Dropbox DBX Stock Holding History

Edge Wealth 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 Q3	–	Sell	-165	Closed	-$4K	–	486
2020 Q2	$4K	Hold	165	–	–	﹤0.01%	573
2020 Q1	$3K	Buy	+165	New	+$3K	﹤0.01%	517
2019 Q4	–	Sell	-165	Closed	-$3K	–	608
2019 Q3	$3K	Hold	165	–	–	﹤0.01%	511
2019 Q2	$4K	Hold	165	–	–	﹤0.01%	496
2019 Q1	$4K	Hold	165	–	–	﹤0.01%	479
2018 Q4	$3K	Hold	165	–	–	﹤0.01%	505
2018 Q3	$4K	Hold	165	–	–	﹤0.01%	520
2018 Q2	$5K	Hold	165	–	–	﹤0.01%	484
2018 Q1	$5K	Buy	+165	New	+$4.99K	﹤0.01%	449

Other funds holding DBX

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

SEP

Soma Equity Partners San Francisco, California $1.44B AUM 28.25% 1-Year Est. Return

Edge Wealth Management's DBX Position: Q3 2020 in Review

Edge Wealth Management sold out of Dropbox (DBX) in Q3 2020, closing a stake of 165 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in DBX in Q1 2018 and held it in 9 quarters. The position peaked at $5K in Q2 2018. 395 funds tracked by Wall St. Rank hold DBX as of Q3 2020.

Edge Wealth Management reported no remaining Dropbox position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 165 Dropbox shares in Q3 2020, an estimated $4K.
Edge Wealth Management first reported a position in Dropbox in Q1 2018 and held it in 9 quarters.
Edge Wealth Management's Dropbox position peaked at $5K in Q2 2018.
395 funds tracked by Wall St. Rank held Dropbox as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.