TrinityPoint Wealth’s Dropbox DBX Stock Holding History

TrinityPoint Wealth’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
2019 Q2	–	Sell	-17,375	Closed	-$379K	–	174
2019 Q1	$379K	Buy	17,375 +450	+3%	+$10.5K	0.19%	108
2018 Q4	$346K	Buy	+16,925	New	+$390K	0.21%	112

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AXA

Accel X Associates Palo Alto, California $33M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TrinityPoint Wealth's DBX Position: Q2 2019 in Review

TrinityPoint Wealth sold out of Dropbox (DBX) in Q2 2019, closing a stake of 17,375 shares — an estimated $379K sold.

TrinityPoint Wealth first reported a position in DBX in Q4 2018 and held it in 2 quarters. The position peaked at $379K in Q1 2019. 334 funds tracked by Wall St. Rank hold DBX as of Q2 2019.

TrinityPoint Wealth reported no remaining Dropbox position as of Q2 2019 after selling out during the quarter.
TrinityPoint Wealth sold 17,375 Dropbox shares in Q2 2019, an estimated $379K.
TrinityPoint Wealth first reported a position in Dropbox in Q4 2018 and held it in 2 quarters.
TrinityPoint Wealth's Dropbox position peaked at $379K in Q1 2019.
334 funds tracked by Wall St. Rank held Dropbox as of Q2 2019.

Based on TrinityPoint Wealth's 13F filing for Q2 2019, filed 6 Aug 2019.