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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ninety One (UK)

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

Fidelity Investments

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Trust Advisors

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

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return