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Red Door Wealth Management’s Dropbox DBX Stock Holding History

Red Door Wealth Management’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
Q3 		– Sell
-400
Closed -$8K – 182
2020
Q2 		$8K Hold
400
– – 0.01% 326
2020
Q1 		$7K Buy
+400
New +$7.28K 0.01% 310

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Ninety One (UK)
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
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First Trust Advisors
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SEP
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Red Door Wealth Management's DBX Position: Q3 2020 in Review

Red Door Wealth Management sold out of Dropbox (DBX) in Q3 2020, closing a stake of 400 shares — an estimated $8K sold.

Red Door Wealth Management first reported a position in DBX in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 395 funds tracked by Wall St. Rank hold DBX as of Q3 2020.

  • Red Door Wealth Management reported no remaining Dropbox position as of Q3 2020 after selling out during the quarter.
  • Red Door Wealth Management sold 400 Dropbox shares in Q3 2020, an estimated $8K.
  • Red Door Wealth Management first reported a position in Dropbox in Q1 2020 and held it in 2 quarters.
  • Red Door Wealth Management's Dropbox position peaked at $8K in Q2 2020.
  • 395 funds tracked by Wall St. Rank held Dropbox as of Q3 2020.

Based on Red Door Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.