Neumann Advisory (HK)’s Dropbox DBX Stock Holding History

Neumann Advisory (HK)’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	-43,504	Closed	-$947K	–	11
2020 Q2	$947K	Hold	43,504	–	–	0.31%	10
2020 Q1	$787K	Hold	43,504	–	–	0.42%	10
2019 Q4	$779K	Hold	43,504	–	–	0.39%	11
2019 Q3	$877K	Hold	43,504	–	–	0.51%	10
2019 Q2	$1.09M	Hold	43,504	–	–	0.6%	9
2019 Q1	$948K	Hold	43,504	–	–	0.5%	11
2018 Q4	$889K	Hold	43,504	–	–	0.62%	11
2018 Q3	$1.17M	Buy	+43,504	New	+$1.26M	0.69%	11

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

PAMU

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

SEP

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

Neumann Advisory (HK)'s DBX Position: Q3 2020 in Review

Neumann Advisory (HK) sold out of Dropbox (DBX) in Q3 2020, closing a stake of 43,504 shares — an estimated $947K sold.

Neumann Advisory (HK) first reported a position in DBX in Q3 2018 and held it in 8 quarters. The position peaked at $1.17M in Q3 2018. 395 funds tracked by Wall St. Rank hold DBX as of Q3 2020.

Neumann Advisory (HK) reported no remaining Dropbox position as of Q3 2020 after selling out during the quarter.
Neumann Advisory (HK) sold 43,504 Dropbox shares in Q3 2020, an estimated $947K.
Neumann Advisory (HK) first reported a position in Dropbox in Q3 2018 and held it in 8 quarters.
Neumann Advisory (HK)'s Dropbox position peaked at $1.17M in Q3 2018.
395 funds tracked by Wall St. Rank held Dropbox as of Q3 2020.

Based on Neumann Advisory (HK)'s 13F filing for Q3 2020, filed 8 Oct 2020.