VFA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return