Fortem Financial Group’s Dropbox DBX Stock Holding History

Fortem Financial Group’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
2021 Q1	–	Sell	-500	Closed	-$11K	–	225
2020 Q4	$11K	Buy	+500	New	+$10.2K	0.01%	345

Other funds holding DBX

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Fortem Financial Group's DBX Position: Q1 2021 in Review

Fortem Financial Group sold out of Dropbox (DBX) in Q1 2021, closing a stake of 500 shares — an estimated $11K sold.

Fortem Financial Group first reported a position in DBX in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 431 funds tracked by Wall St. Rank hold DBX as of Q1 2021.

Fortem Financial Group reported no remaining Dropbox position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 500 Dropbox shares in Q1 2021, an estimated $11K.
Fortem Financial Group first reported a position in Dropbox in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Dropbox position peaked at $11K in Q4 2020.
431 funds tracked by Wall St. Rank held Dropbox as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.