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Wealthcare Advisory Partners’s Dropbox DBX Stock Holding History

Wealthcare Advisory Partners’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
-953
Closed -$25K – 837
2021
Q1 		$25K Buy
+953
New +$22.9K ﹤0.01% 1118
2020
Q2 		– Sell
-153
Closed -$3K – 533
2020
Q1 		$3K Buy
+153
New +$2.78K ﹤0.01% 1218
2019
Q1 		– Sell
-100
Closed -$2K – 1223
2018
Q4 		$2K Buy
+100
New +$2.31K ﹤0.01% 1063

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BlackRock
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wealthcare Advisory Partners's DBX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Dropbox (DBX) in Q2 2021, closing a stake of 953 shares — an estimated $25K sold.

Wealthcare Advisory Partners first reported a position in DBX in Q4 2018 and held it in 3 quarters. The position peaked at $25K in Q1 2021. 450 funds tracked by Wall St. Rank hold DBX as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Dropbox position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 953 Dropbox shares in Q2 2021, an estimated $25K.
  • Wealthcare Advisory Partners first reported a position in Dropbox in Q4 2018 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Dropbox position peaked at $25K in Q1 2021.
  • 450 funds tracked by Wall St. Rank held Dropbox as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.