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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAMU

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frontier Wealth Management's DBX Position: Q4 2020 in Review

Frontier Wealth Management sold out of Dropbox (DBX) in Q4 2020, closing a stake of 27,165 shares — an estimated $523K sold.

Frontier Wealth Management first reported a position in DBX in Q3 2018 and held it in 9 quarters. The position peaked at $1.82M in Q2 2019. 431 funds tracked by Wall St. Rank hold DBX as of Q4 2020.

Frontier Wealth Management reported no remaining Dropbox position as of Q4 2020 after selling out during the quarter.
Frontier Wealth Management sold 27,165 Dropbox shares in Q4 2020, an estimated $523K.
Frontier Wealth Management first reported a position in Dropbox in Q3 2018 and held it in 9 quarters.
Frontier Wealth Management's Dropbox position peaked at $1.82M in Q2 2019.
431 funds tracked by Wall St. Rank held Dropbox as of Q4 2020.

Based on Frontier Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.