PFO
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Pathstone Family Office’s Dropbox DBX Stock Holding History

Pathstone Family Office’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
-1,159
Closed -$29K – 633
2019
Q2 		$29K Buy
1,159
+527
+83% +$12.2K ﹤0.01% 401
2019
Q1 		$14K Buy
+632
New +$14.7K ﹤0.01% 470

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
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
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

Pathstone Family Office's DBX Position: Q3 2019 in Review

Pathstone Family Office sold out of Dropbox (DBX) in Q3 2019, closing a stake of 1,159 shares — an estimated $29K sold.

Pathstone Family Office first reported a position in DBX in Q1 2019 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 300 funds tracked by Wall St. Rank hold DBX as of Q3 2019.

  • Pathstone Family Office reported no remaining Dropbox position as of Q3 2019 after selling out during the quarter.
  • Pathstone Family Office sold 1,159 Dropbox shares in Q3 2019, an estimated $29K.
  • Pathstone Family Office first reported a position in Dropbox in Q1 2019 and held it in 2 quarters.
  • Pathstone Family Office's Dropbox position peaked at $29K in Q2 2019.
  • 300 funds tracked by Wall St. Rank held Dropbox as of Q3 2019.

Based on Pathstone Family Office's 13F filing for Q3 2019, filed 13 Nov 2019.