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 Q3	–	Sell	-1,268,600	Closed	-$27.6M	–	323
2020 Q2	$27.6M	Buy	1,268,600 +995,300	+364%	+$21M	1.71%	13
2020 Q1	$4.95M	Buy	+273,300	New	+$4.97M	0.6%	44

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

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 Boston, Massachusetts $74.3B AUM 24.01% 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

SEP

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

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.