Kingsview Wealth Management’s Dropbox DBX Stock Holding History

Kingsview Wealth 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
2020 Q1	–	Sell	-300	Closed	-$5K	–	517
2019 Q4	$5K	Hold	300	–	–	﹤0.01%	468
2019 Q3	$6K	Hold	300	–	–	﹤0.01%	423
2019 Q2	$8K	Hold	300	–	–	﹤0.01%	419
2019 Q1	$7K	Buy	+300	New	+$6.98K	﹤0.01%	452

Other funds holding DBX

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PAMU

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

SEP

Soma Equity Partners San Francisco, California $1.44B AUM 28.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Kingsview Wealth Management's DBX Position: Q1 2020 in Review

Kingsview Wealth Management sold out of Dropbox (DBX) in Q1 2020, closing a stake of 300 shares — an estimated $5K sold.

Kingsview Wealth Management first reported a position in DBX in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q2 2019. 342 funds tracked by Wall St. Rank hold DBX as of Q1 2020.

Kingsview Wealth Management reported no remaining Dropbox position as of Q1 2020 after selling out during the quarter.
Kingsview Wealth Management sold 300 Dropbox shares in Q1 2020, an estimated $5K.
Kingsview Wealth Management first reported a position in Dropbox in Q1 2019 and held it in 4 quarters.
Kingsview Wealth Management's Dropbox position peaked at $8K in Q2 2019.
342 funds tracked by Wall St. Rank held Dropbox as of Q1 2020.

Based on Kingsview Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.