HWA
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HHM Wealth Advisors’s Dropbox DBX Stock Holding History

HHM Wealth 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
2021
Q1 		– Sell
-700
Closed -$16K – 586
2020
Q4 		$16K Hold
700
– – 0.01% 376
2020
Q3 		$13K Hold
700
– – 0.01% 361
2020
Q2 		$15K Hold
700
– – 0.01% 336
2020
Q1 		$13K Buy
+700
New +$12.7K 0.01% 337

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

HHM Wealth Advisors's DBX Position: Q1 2021 in Review

HHM Wealth Advisors sold out of Dropbox (DBX) in Q1 2021, closing a stake of 700 shares — an estimated $16K sold.

HHM Wealth Advisors first reported a position in DBX in Q1 2020 and held it in 4 quarters. The position peaked at $16K in Q4 2020. 432 funds tracked by Wall St. Rank hold DBX as of Q1 2021.

  • HHM Wealth Advisors reported no remaining Dropbox position as of Q1 2021 after selling out during the quarter.
  • HHM Wealth Advisors sold 700 Dropbox shares in Q1 2021, an estimated $16K.
  • HHM Wealth Advisors first reported a position in Dropbox in Q1 2020 and held it in 4 quarters.
  • HHM Wealth Advisors's Dropbox position peaked at $16K in Q4 2020.
  • 432 funds tracked by Wall St. Rank held Dropbox as of Q1 2021.

Based on HHM Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.