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Toth Financial Advisory’s Dropbox DBX Stock Holding History

Toth Financial Advisory’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
-100
Closed -$2K – 683
2020
Q4 		$2K Hold
100
– – ﹤0.01% 525
2020
Q3 		$2K Sell
100
-20,000
-100% -$416K ﹤0.01% 476
2020
Q2 		$438K Buy
20,100
+20,000
+20,000% +$423K 0.09% 125
2020
Q1 		$2K Hold
100
– – ﹤0.01% 384
2019
Q4 		$2K Buy
+100
New +$1.88K ﹤0.01% 415

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Toth Financial Advisory's DBX Position: Q1 2021 in Review

Toth Financial Advisory sold out of Dropbox (DBX) in Q1 2021, closing a stake of 100 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in DBX in Q4 2019 and held it in 5 quarters. The position peaked at $438K in Q2 2020. 432 funds tracked by Wall St. Rank hold DBX as of Q1 2021.

  • Toth Financial Advisory reported no remaining Dropbox position as of Q1 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Dropbox shares in Q1 2021, an estimated $2K.
  • Toth Financial Advisory first reported a position in Dropbox in Q4 2019 and held it in 5 quarters.
  • Toth Financial Advisory's Dropbox position peaked at $438K in Q2 2020.
  • 432 funds tracked by Wall St. Rank held Dropbox as of Q1 2021.

Based on Toth Financial Advisory's 13F filing for Q1 2021, filed 20 Apr 2021.