Patriot Financial Group Insurance Agency’s Dropbox DBX Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q2	–	Sell	-200	Closed	-$5K	–	2085
2021 Q1	$5K	Sell	200 -454	-69%	-$10.9K	﹤0.01%	1543
2020 Q4	$15K	Hold	654	–	–	﹤0.01%	1075
2020 Q3	$13K	Buy	654 +454	+227%	+$9.45K	﹤0.01%	942
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	1220
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	1119
2019 Q4	$4K	Buy	200 +100	+100%	+$1.88K	﹤0.01%	1003
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	1072
2019 Q2	$2K	Buy	+100	New	+$2.31K	﹤0.01%	1093

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

PAMU

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DBX Position: Q2 2021 in Review

Patriot Financial Group Insurance Agency sold out of Dropbox (DBX) in Q2 2021, closing a stake of 200 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in DBX in Q2 2019 and held it in 8 quarters. The position peaked at $15K in Q4 2020. 450 funds tracked by Wall St. Rank hold DBX as of Q2 2021.

Patriot Financial Group Insurance Agency reported no remaining Dropbox position as of Q2 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 200 Dropbox shares in Q2 2021, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Dropbox in Q2 2019 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Dropbox position peaked at $15K in Q4 2020.
450 funds tracked by Wall St. Rank held Dropbox as of Q2 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2021, filed 30 Jul 2021.