WIM
DBX icon

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 		$2 Buy
+100
New +$2.31K ﹤0.01% 605
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 $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