KWMG
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King Wealth Management Group’s Dropbox DBX Stock Holding History

King Wealth Management Group’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
-20,000
Closed -$385K – 157
2020
Q3 		$385K Buy
20,000
+5,000
+33% +$104K 0.1% 104
2020
Q2 		$327K Buy
+15,000
New +$317K 0.1% 107

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

King Wealth Management Group's DBX Position: Q4 2020 in Review

King Wealth Management Group sold out of Dropbox (DBX) in Q4 2020, closing a stake of 20,000 shares — an estimated $385K sold.

King Wealth Management Group first reported a position in DBX in Q2 2020 and held it in 2 quarters. The position peaked at $385K in Q3 2020. 430 funds tracked by Wall St. Rank hold DBX as of Q4 2020.

  • King Wealth Management Group reported no remaining Dropbox position as of Q4 2020 after selling out during the quarter.
  • King Wealth Management Group sold 20,000 Dropbox shares in Q4 2020, an estimated $385K.
  • King Wealth Management Group first reported a position in Dropbox in Q2 2020 and held it in 2 quarters.
  • King Wealth Management Group's Dropbox position peaked at $385K in Q3 2020.
  • 430 funds tracked by Wall St. Rank held Dropbox as of Q4 2020.

Based on King Wealth Management Group's 13F filing for Q4 2020, filed 12 Feb 2021.