Paces Ferry Wealth Advisors’s Dropbox DBX Stock Holding History

Paces Ferry Wealth 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
2020 Q4	–	Sell	-10	Closed	–	–	365
2020 Q3	$0	Buy	+10	New	+$208	﹤0.01%	1136

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAMU

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

SEP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paces Ferry Wealth Advisors's DBX Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Dropbox (DBX) in Q4 2020, closing a stake of 10 shares.

Paces Ferry Wealth Advisors first reported a position in DBX in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 430 funds tracked by Wall St. Rank hold DBX as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Dropbox position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 10 Dropbox shares in Q4 2020.
Paces Ferry Wealth Advisors first reported a position in Dropbox in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Dropbox position peaked at $0 in Q3 2020.
430 funds tracked by Wall St. Rank held Dropbox as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.