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Shine Investment Advisory Services’s Dropbox DBX Stock Holding History

Shine Investment Advisory Services’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 		$19K Hold
1,000
– – 0.01% 455
2020
Q2 		$22K Hold
1,000
– – 0.01% 450
2020
Q1 		$18K Buy
+1,000
New +$18.2K 0.01% 435

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PAMU
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Ameriprise
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Shine Investment Advisory Services's DBX Position: Q3 2020 in Review

Shine Investment Advisory Services held its Dropbox (DBX) position steady in Q3 2020 at 1,000 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #455.

Shine Investment Advisory Services first reported a position in DBX in Q1 2020 and has held it in 3 quarters since. The position peaked at $22K in Q2 2020. 395 funds tracked by Wall St. Rank hold DBX as of Q3 2020.

  • Shine Investment Advisory Services held 1,000 shares of Dropbox worth $19K as of Q3 2020.
  • Shine Investment Advisory Services left its Dropbox share count unchanged in Q3 2020.
  • Dropbox made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #455 holding.
  • Shine Investment Advisory Services first reported a position in Dropbox in Q1 2020 and has held it in 3 quarters since.
  • Shine Investment Advisory Services's Dropbox position peaked at $22K in Q2 2020.
  • 395 funds tracked by Wall St. Rank held Dropbox as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.