JGC
DBX icon

J. Goldman & Co’s Dropbox DBX Stock Holding History

J. Goldman & Co’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
-200,508
Closed -$3.86M – 401
2020
Q3 		$3.86M Sell
200,508
-18,594
-8% -$387K 0.26% 119
2020
Q2 		$4.77M Sell
219,102
-502,441
-70% -$10.6M 0.3% 104
2020
Q1 		$13.1M Buy
+721,543
New +$13.1M 1.57% 14

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J. Goldman & Co's DBX Position: Q4 2020 in Review

J. Goldman & Co sold out of Dropbox (DBX) in Q4 2020, closing a stake of 200,508 shares — an estimated $3.86M sold.

J. Goldman & Co first reported a position in DBX in Q1 2020 and held it in 3 quarters. The position peaked at $13.1M in Q1 2020. 430 funds tracked by Wall St. Rank hold DBX as of Q4 2020.

  • J. Goldman & Co reported no remaining Dropbox position as of Q4 2020 after selling out during the quarter.
  • J. Goldman & Co sold 200,508 Dropbox shares in Q4 2020, an estimated $3.86M.
  • J. Goldman & Co first reported a position in Dropbox in Q1 2020 and held it in 3 quarters.
  • J. Goldman & Co's Dropbox position peaked at $13.1M in Q1 2020.
  • 430 funds tracked by Wall St. Rank held Dropbox as of Q4 2020.

Based on J. Goldman & Co's 13F filing for Q4 2020, filed 16 Feb 2021.