KWM
DBX icon

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
2019
Q3 		– Sell
-73,600
Closed -$1K – 455
2019
Q2 		$1K Hold
73,600
– – ﹤0.01% 438
2019
Q1 		$6K Buy
+73,600
New +$1.71M ﹤0.01% 453

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 $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
First Trust Advisors
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
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.