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Institutional & Family Asset Management’s Dropbox DBX Stock Holding History

Institutional & Family Asset 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
2021
Q2 		– Sell
-100
Closed -$3K – 957
2021
Q1 		$3K Hold
100
– – ﹤0.01% 746
2020
Q4 		$2K Buy
+100
New +$2.04K ﹤0.01% 754
2019
Q1 		– Sell
-200
Closed -$4K – 848
2018
Q4 		$4K Buy
+200
New +$4.61K ﹤0.01% 602

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Institutional & Family Asset Management's DBX Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Dropbox (DBX) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in DBX in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q4 2018. 450 funds tracked by Wall St. Rank hold DBX as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Dropbox position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 100 Dropbox shares in Q2 2021, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in Dropbox in Q4 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Dropbox position peaked at $4K in Q4 2018.
  • 450 funds tracked by Wall St. Rank held Dropbox as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.