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Tower View Wealth Management’s Dropbox DBX Stock Holding History

Tower View Wealth Management’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 		– Sell
-42,195
Closed -$919K – 156
2020
Q2 		$919K Buy
+42,195
New +$892K 0.67% 54

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PAMU
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
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SEP
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Tower View Wealth Management's DBX Position: Q3 2020 in Review

Tower View Wealth Management sold out of Dropbox (DBX) in Q3 2020, closing a stake of 42,195 shares — an estimated $919K sold.

Tower View Wealth Management first reported a position in DBX in Q2 2020 and held it in 1 quarter. The position peaked at $919K in Q2 2020. 395 funds tracked by Wall St. Rank hold DBX as of Q3 2020.

  • Tower View Wealth Management reported no remaining Dropbox position as of Q3 2020 after selling out during the quarter.
  • Tower View Wealth Management sold 42,195 Dropbox shares in Q3 2020, an estimated $919K.
  • Tower View Wealth Management first reported a position in Dropbox in Q2 2020 and held it in 1 quarter.
  • Tower View Wealth Management's Dropbox position peaked at $919K in Q2 2020.
  • 395 funds tracked by Wall St. Rank held Dropbox as of Q3 2020.

Based on Tower View Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.