WCAMG
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Woodard & Company Asset Management Group’s Dropbox DBX Stock Holding History

Woodard & Company Asset Management Group’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
2018
Q3 		– Sell
-8
Closed -$259 – 255
2018
Q2 		$259 Hold
8
– – ﹤0.01% 208
2018
Q1 		$0 Buy
+8
New +$242 ﹤0.01% 210

Other funds holding DBX

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HLC
Hunt Lane Capital New York $39.6M AUM 58.74% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Woodard & Company Asset Management Group's DBX Position: Q3 2018 in Review

Woodard & Company Asset Management Group sold out of Dropbox (DBX) in Q3 2018, closing a stake of 8 shares — an estimated $259 sold.

Woodard & Company Asset Management Group first reported a position in DBX in Q1 2018 and held it in 2 quarters. The position peaked at $259 in Q2 2018. 228 funds tracked by Wall St. Rank hold DBX as of Q3 2018.

  • Woodard & Company Asset Management Group reported no remaining Dropbox position as of Q3 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 8 Dropbox shares in Q3 2018, an estimated $259.
  • Woodard & Company Asset Management Group first reported a position in Dropbox in Q1 2018 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's Dropbox position peaked at $259 in Q2 2018.
  • 228 funds tracked by Wall St. Rank held Dropbox as of Q3 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q3 2018, filed 26 Oct 2018.