Gideon Capital Advisors’s Dropbox DBX Stock Holding History

Gideon Capital 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 Q1	–	Sell	-14,650	Closed	-$262K	–	51
2019 Q4	$262K	Buy	+14,650	New	+$276K	0.09%	228
2019 Q1	–	Sell	-24,679	Closed	-$504K	–	406
2018 Q4	$504K	Buy	+24,679	New	+$569K	0.21%	152

Other funds holding DBX

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

PAMU

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

SEP

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

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

Gideon Capital Advisors's DBX Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Dropbox (DBX) in Q1 2020, closing a stake of 14,650 shares — an estimated $262K sold.

Gideon Capital Advisors first reported a position in DBX in Q4 2018 and held it in 2 quarters. The position peaked at $504K in Q4 2018. 342 funds tracked by Wall St. Rank hold DBX as of Q1 2020.

Gideon Capital Advisors reported no remaining Dropbox position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 14,650 Dropbox shares in Q1 2020, an estimated $262K.
Gideon Capital Advisors first reported a position in Dropbox in Q4 2018 and held it in 2 quarters.
Gideon Capital Advisors's Dropbox position peaked at $504K in Q4 2018.
342 funds tracked by Wall St. Rank held Dropbox as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.