NWM
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Northwest Wealth Management’s Dropbox DBX Stock Holding History

Northwest 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
2018
Q4 		– Sell
-1,000
Closed -$27K – 516
2018
Q3 		$27K Hold
1,000
– – 0.02% 274
2018
Q2 		$32K Hold
1,000
– – 0.02% 257
2018
Q1 		$31K Buy
+1,000
New +$30.2K 0.02% 263

Other funds holding DBX

AXA
Accel X Associates Palo Alto, California $33M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
HLC
Hunt Lane Capital New York $39.6M AUM 58.74% 1-Year Est. Return
IVGAI
Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return

Northwest Wealth Management's DBX Position: Q4 2018 in Review

Northwest Wealth Management sold out of Dropbox (DBX) in Q4 2018, closing a stake of 1,000 shares — an estimated $27K sold.

Northwest Wealth Management first reported a position in DBX in Q1 2018 and held it in 3 quarters. The position peaked at $32K in Q2 2018. 268 funds tracked by Wall St. Rank hold DBX as of Q4 2018.

  • Northwest Wealth Management reported no remaining Dropbox position as of Q4 2018 after selling out during the quarter.
  • Northwest Wealth Management sold 1,000 Dropbox shares in Q4 2018, an estimated $27K.
  • Northwest Wealth Management first reported a position in Dropbox in Q1 2018 and held it in 3 quarters.
  • Northwest Wealth Management's Dropbox position peaked at $32K in Q2 2018.
  • 268 funds tracked by Wall St. Rank held Dropbox as of Q4 2018.

Based on Northwest Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.