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Regent Peak Wealth Advisors’s Dropbox DBX Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-104
Closed -$2K – 341
2020
Q4 		$2K Buy
+104
New +$2.12K ﹤0.01% 807

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Regent Peak Wealth Advisors's DBX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Dropbox (DBX) in Q1 2021, closing a stake of 104 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in DBX in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 431 funds tracked by Wall St. Rank hold DBX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Dropbox position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 104 Dropbox shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Dropbox in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Dropbox position peaked at $2K in Q4 2020.
  • 431 funds tracked by Wall St. Rank held Dropbox as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.