TRUE Private Wealth Advisors’s Dropbox DBX Stock Holding History

TRUE Private Wealth Advisors’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	-451	Closed	-$10K	–	339
2020 Q4	$10K	Hold	451	–	–	﹤0.01%	530
2020 Q3	$8K	Hold	451	–	–	﹤0.01%	517
2020 Q2	$9K	Buy	+451	New	+$9.53K	﹤0.01%	501
2018 Q4	–	Sell	-130	Closed	-$3.49K	–	394
2018 Q3	$3.49K	Buy	+130	New	+$3.75K	﹤0.01%	950

Other funds holding DBX

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

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

PAMU

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

TRUE Private Wealth Advisors's DBX Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Dropbox (DBX) in Q1 2021, closing a stake of 451 shares — an estimated $10K sold.

TRUE Private Wealth Advisors first reported a position in DBX in Q3 2018 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 431 funds tracked by Wall St. Rank hold DBX as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Dropbox position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 451 Dropbox shares in Q1 2021, an estimated $10K.
TRUE Private Wealth Advisors first reported a position in Dropbox in Q3 2018 and held it in 4 quarters.
TRUE Private Wealth Advisors's Dropbox position peaked at $10K in Q4 2020.
431 funds tracked by Wall St. Rank held Dropbox as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.