FWM
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Frontier Wealth Management’s Dropbox DBX Stock Holding History

Frontier 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
Q4 		– Sell
-27,165
Closed -$523K – 377
2020
Q3 		$523K Sell
27,165
-16,500
-38% -$344K 0.05% 208
2020
Q2 		$951K Sell
43,665
-8,700
-17% -$184K 0.09% 149
2020
Q1 		$948K Buy
52,365
+15,451
+42% +$281K 0.15% 121
2019
Q4 		$661K Sell
36,914
-25,326
-41% -$477K 0.11% 144
2019
Q3 		$1.25M Sell
62,240
-10,250
-14% -$218K 0.19% 112
2019
Q2 		$1.82M Buy
72,490
+550
+0.8% +$12.7K 0.27% 80
2019
Q1 		$1.57M Buy
71,940
+1,076
+2% +$25.1K 0.21% 103
2018
Q4 		$1.45M Buy
70,864
+23,314
+49% +$537K 0.22% 104
2018
Q3 		$1.28M Buy
+47,550
New +$1.37M 0.12% 128

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
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