WIM
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Westside Investment Management’s Dropbox DBX Stock Holding History

Westside Investment Management’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
-1,200
Closed -$31 – 742
2021
Q1 		$31 Buy
1,200
+1,100
+1,100% +$26.5K ﹤0.01% 410
2020
Q4 		$2 Hold
100
– – ﹤0.01% 604
2020
Q3 		$1 Hold
100
– – ﹤0.01% 629
2020
Q2 		$2 Hold
100
– – ﹤0.01% 597
2020
Q1 		$1 Buy
+100
New +$1.82K ﹤0.01% 623
2019
Q2 		$2K Buy
+100
New +$2.31K ﹤0.01% 604
2018
Q4 		$6.13K Buy
300
+200
+200% +$4.61K ﹤0.01% 536
2018
Q3 		$2.62K Hold
100
– – ﹤0.01% 658
2018
Q2 		$3.28K Hold
100
– – ﹤0.01% 727
2018
Q1 		$3K Buy
+100
New +$3.02K ﹤0.01% 730

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Westside Investment Management's DBX Position: Q2 2021 in Review

Westside Investment Management sold out of Dropbox (DBX) in Q2 2021, closing a stake of 1,200 shares — an estimated $31 sold.

Westside Investment Management first reported a position in DBX in Q1 2018 and held it in 10 quarters. The position peaked at $6.13K in Q4 2018. 450 funds tracked by Wall St. Rank hold DBX as of Q2 2021.

  • Westside Investment Management reported no remaining Dropbox position as of Q2 2021 after selling out during the quarter.
  • Westside Investment Management sold 1,200 Dropbox shares in Q2 2021, an estimated $31.
  • Westside Investment Management first reported a position in Dropbox in Q1 2018 and held it in 10 quarters.
  • Westside Investment Management's Dropbox position peaked at $6.13K in Q4 2018.
  • 450 funds tracked by Wall St. Rank held Dropbox as of Q2 2021.

Based on Westside Investment Management's 13F filing for Q2 2021, filed 28 Jul 2021.