Icon Wealth Partners’s Dropbox DBX Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-3,777	Closed	-$82K	–	304
2019 Q1	$82K	Buy	+3,777	New	+$87.9K	0.03%	265
2018 Q4	–	Sell	-3,777	Closed	-$101K	–	227
2018 Q3	$101K	Buy	+3,777	New	+$109K	0.04%	269

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

AXA

Accel X Associates Palo Alto, California $33M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

PAMU

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icon Wealth Partners's DBX Position: Q2 2019 in Review

Icon Wealth Partners sold out of Dropbox (DBX) in Q2 2019, closing a stake of 3,777 shares — an estimated $82K sold.

Icon Wealth Partners first reported a position in DBX in Q3 2018 and held it in 2 quarters. The position peaked at $101K in Q3 2018. 334 funds tracked by Wall St. Rank hold DBX as of Q2 2019.

Icon Wealth Partners reported no remaining Dropbox position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 3,777 Dropbox shares in Q2 2019, an estimated $82K.
Icon Wealth Partners first reported a position in Dropbox in Q3 2018 and held it in 2 quarters.
Icon Wealth Partners's Dropbox position peaked at $101K in Q3 2018.
334 funds tracked by Wall St. Rank held Dropbox as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.