RWB
DBX icon

RMR Wealth Builders’s Dropbox DBX Stock Holding History

RMR Wealth Builders’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
-250
Closed -$7K – 287
2021
Q1 		$7K Hold
250
– – ﹤0.01% 628
2020
Q4 		$6K Buy
+250
New +$5.09K ﹤0.01% 444
2020
Q3 		– Sell
-250
Closed -$5K – 283
2020
Q2 		$5K Buy
+250
New +$5.28K ﹤0.01% 380
2019
Q4 		$4K Buy
+250
New +$4.71K ﹤0.01% 380

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

RMR Wealth Builders's DBX Position: Q2 2021 in Review

RMR Wealth Builders sold out of Dropbox (DBX) in Q2 2021, closing a stake of 250 shares — an estimated $7K sold.

RMR Wealth Builders first reported a position in DBX in Q4 2019 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 449 funds tracked by Wall St. Rank hold DBX as of Q2 2021.

  • RMR Wealth Builders reported no remaining Dropbox position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 250 Dropbox shares in Q2 2021, an estimated $7K.
  • RMR Wealth Builders first reported a position in Dropbox in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Dropbox position peaked at $7K in Q1 2021.
  • 449 funds tracked by Wall St. Rank held Dropbox as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.