RIA
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Regal Investment Advisors’s Dropbox DBX Stock Holding History

Regal Investment 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
2021
Q4 		– Sell
-7,557
Closed -$221K – 540
2021
Q3 		$221K Sell
7,557
-193
-2% -$5.99K 0.02% 489
2021
Q2 		$235K Buy
+7,750
New +$212K 0.02% 479

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Regal Investment Advisors's DBX Position: Q4 2021 in Review

Regal Investment Advisors sold out of Dropbox (DBX) in Q4 2021, closing a stake of 7,557 shares — an estimated $221K sold.

Regal Investment Advisors first reported a position in DBX in Q2 2021 and held it in 2 quarters. The position peaked at $235K in Q2 2021. 467 funds tracked by Wall St. Rank hold DBX as of Q4 2021.

  • Regal Investment Advisors reported no remaining Dropbox position as of Q4 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 7,557 Dropbox shares in Q4 2021, an estimated $221K.
  • Regal Investment Advisors first reported a position in Dropbox in Q2 2021 and held it in 2 quarters.
  • Regal Investment Advisors's Dropbox position peaked at $235K in Q2 2021.
  • 467 funds tracked by Wall St. Rank held Dropbox as of Q4 2021.

Based on Regal Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.