Ladenburg Thalmann Financial Services’s Dropbox DBX Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$84K	Buy	4,759 +2,390	+101%	+$45K	﹤0.01%	3151
2019 Q3	$47K	Sell	2,369 -841	-26%	-$17.9K	﹤0.01%	3494
2019 Q2	$81K	Sell	3,210 -1,420	-31%	-$32.8K	﹤0.01%	3121
2019 Q1	$101K	Sell	4,630 -460	-9%	-$10.7K	﹤0.01%	2874
2018 Q4	$103K	Sell	5,090 -2,858	-36%	-$65.9K	﹤0.01%	2730
2018 Q3	$214K	Buy	7,948 +5,243	+194%	+$151K	﹤0.01%	2262
2018 Q2	$85K	Hold	2,705	–	–	﹤0.01%	2853
2018 Q1	$85K	Buy	+2,705	New	+$81.7K	﹤0.01%	2853

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SEP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAMU

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

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's DBX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Dropbox (DBX) stake by 101% in Q4 2019, buying an estimated $45K and bringing the position to 4,759 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Ladenburg Thalmann Financial Services first reported a position in DBX in Q1 2018 and has held it in 8 quarters since. The position peaked at $214K in Q3 2018. 326 funds tracked by Wall St. Rank hold DBX as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,759 shares of Dropbox worth $84K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 2,390 Dropbox shares in Q4 2019, an estimated $45K.
Dropbox made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3151 holding.
Ladenburg Thalmann Financial Services first reported a position in Dropbox in Q1 2018 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's Dropbox position peaked at $214K in Q3 2018.
326 funds tracked by Wall St. Rank held Dropbox as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.