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Faithward Advisors’s Dropbox DBX Stock Holding History

Faithward 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
2020
Q3 		– Sell
-14,597
Closed -$318K – 220
2020
Q2 		$318K Sell
14,597
-3,200
-18% -$67.6K 0.08% 103
2020
Q1 		$322K Hold
17,797
– – 0.09% 125
2019
Q4 		$319K Sell
17,797
-4,159
-19% -$78.4K 0.08% 117
2019
Q3 		$443K Buy
+21,956
New +$468K 0.1% 66

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 $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
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
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Faithward Advisors's DBX Position: Q3 2020 in Review

Faithward Advisors sold out of Dropbox (DBX) in Q3 2020, closing a stake of 14,597 shares — an estimated $318K sold.

Faithward Advisors first reported a position in DBX in Q3 2019 and held it in 4 quarters. The position peaked at $443K in Q3 2019. 395 funds tracked by Wall St. Rank hold DBX as of Q3 2020.

  • Faithward Advisors reported no remaining Dropbox position as of Q3 2020 after selling out during the quarter.
  • Faithward Advisors sold 14,597 Dropbox shares in Q3 2020, an estimated $318K.
  • Faithward Advisors first reported a position in Dropbox in Q3 2019 and held it in 4 quarters.
  • Faithward Advisors's Dropbox position peaked at $443K in Q3 2019.
  • 395 funds tracked by Wall St. Rank held Dropbox as of Q3 2020.

Based on Faithward Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.