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Sterling Investment Advisors (Pennsylvania)’s Dropbox DBX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q4 		– Sell
-100
Closed -$2K – 451
2020
Q3 		$2K Hold
100
– – ﹤0.01% 405
2020
Q2 		$2K Hold
100
– – ﹤0.01% 397
2020
Q1 		$1K Hold
100
– – ﹤0.01% 378
2019
Q4 		$1K Hold
100
– – ﹤0.01% 393
2019
Q3 		$2K Hold
100
– – ﹤0.01% 386
2019
Q2 		$3K Hold
100
– – ﹤0.01% 385
2019
Q1 		$2K Buy
+100
New +$2.33K ﹤0.01% 387

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s DBX Position: Q4 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Dropbox (DBX) in Q4 2020, closing a stake of 100 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in DBX in Q1 2019 and held it in 7 quarters. The position peaked at $3K in Q2 2019. 430 funds tracked by Wall St. Rank hold DBX as of Q4 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Dropbox position as of Q4 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 100 Dropbox shares in Q4 2020, an estimated $2K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Dropbox in Q1 2019 and held it in 7 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Dropbox position peaked at $3K in Q2 2019.
  • 430 funds tracked by Wall St. Rank held Dropbox as of Q4 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 21 Jan 2021.