PWMG
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Prestige Wealth Management Group’s Dropbox DBX Stock Holding History

Prestige Wealth Management Group’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
Q2 		– Sell
-200
Closed -$4K – 492
2019
Q1 		$4K Hold
200
– – ﹤0.01% 415
2018
Q4 		$4K Buy
+200
New +$4.61K ﹤0.01% 631

Other funds holding DBX

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AXA
Accel X Associates Palo Alto, California $33M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prestige Wealth Management Group's DBX Position: Q2 2019 in Review

Prestige Wealth Management Group sold out of Dropbox (DBX) in Q2 2019, closing a stake of 200 shares — an estimated $4K sold.

Prestige Wealth Management Group first reported a position in DBX in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 334 funds tracked by Wall St. Rank hold DBX as of Q2 2019.

  • Prestige Wealth Management Group reported no remaining Dropbox position as of Q2 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 200 Dropbox shares in Q2 2019, an estimated $4K.
  • Prestige Wealth Management Group first reported a position in Dropbox in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's Dropbox position peaked at $4K in Q1 2019.
  • 334 funds tracked by Wall St. Rank held Dropbox as of Q2 2019.

Based on Prestige Wealth Management Group's 13F filing for Q2 2019, filed 16 Aug 2019.