Valeo Financial Advisors’s Dropbox DBX Stock Holding History

Valeo Financial 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 Q2	–	Sell	-800	Closed	-$21K	–	817
2021 Q1	$21K	Buy	+800	New	+$19.2K	﹤0.01%	1143
2020 Q1	–	Sell	-1,300	Closed	-$23K	–	1812
2019 Q4	$23K	Buy	1,300 +200	+18%	+$3.77K	﹤0.01%	886
2019 Q3	$22K	Buy	1,100 +100	+10%	+$2.13K	﹤0.01%	821
2019 Q2	$25K	Hold	1,000	–	–	﹤0.01%	781
2019 Q1	$22K	Hold	1,000	–	–	﹤0.01%	757
2018 Q4	$20K	Hold	1,000	–	–	﹤0.01%	709
2018 Q3	$23K	Hold	1,000	–	–	﹤0.01%	734
2018 Q2	$29K	Buy	+1,000	New	+$31.3K	﹤0.01%	663

Other funds holding DBX

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Valeo Financial Advisors's DBX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Dropbox (DBX) in Q2 2021, closing a stake of 800 shares — an estimated $21K sold.

Valeo Financial Advisors first reported a position in DBX in Q2 2018 and held it in 8 quarters. The position peaked at $29K in Q2 2018. 450 funds tracked by Wall St. Rank hold DBX as of Q2 2021.

Valeo Financial Advisors reported no remaining Dropbox position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 800 Dropbox shares in Q2 2021, an estimated $21K.
Valeo Financial Advisors first reported a position in Dropbox in Q2 2018 and held it in 8 quarters.
Valeo Financial Advisors's Dropbox position peaked at $29K in Q2 2018.
450 funds tracked by Wall St. Rank held Dropbox as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.