OneDigital Investment Advisors’s Dropbox DBX Stock Holding History

OneDigital Investment Advisors’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	-700	Closed	-$18K	–	688
2019 Q2	$18K	Buy	700 +500	+250%	+$11.6K	﹤0.01%	828
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	1005
2018 Q4	$4K	Hold	200	–	–	﹤0.01%	968
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	918
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	1139
2018 Q1	$6K	Buy	+200	New	+$6.04K	﹤0.01%	1124

Other funds holding DBX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.36B AUM 17.09% 1-Year Est. Return

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

OneDigital Investment Advisors's DBX Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Dropbox (DBX) in Q3 2019, closing a stake of 700 shares — an estimated $18K sold.

OneDigital Investment Advisors first reported a position in DBX in Q1 2018 and held it in 6 quarters. The position peaked at $18K in Q2 2019. 300 funds tracked by Wall St. Rank hold DBX as of Q3 2019.

OneDigital Investment Advisors reported no remaining Dropbox position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 700 Dropbox shares in Q3 2019, an estimated $18K.
OneDigital Investment Advisors first reported a position in Dropbox in Q1 2018 and held it in 6 quarters.
OneDigital Investment Advisors's Dropbox position peaked at $18K in Q2 2019.
300 funds tracked by Wall St. Rank held Dropbox as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.