YWP
DBX icon

YorkBridge Wealth Partners’s Dropbox DBX Stock Holding History

YorkBridge Wealth 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
2018
Q4 		– Sell
-1,000
Closed -$26K – 741
2018
Q3 		$26K Hold
1,000
– – 0.01% 460
2018
Q2 		$32K Buy
+1,000
New +$31.3K 0.01% 419

Other funds holding DBX

AXA
Accel X Associates Palo Alto, California $33M AUM
Fidelity Investments
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
HLC
Hunt Lane Capital New York $39.6M AUM 58.74% 1-Year Est. Return
IVGAI
Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return

YorkBridge Wealth Partners's DBX Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Dropbox (DBX) in Q4 2018, closing a stake of 1,000 shares — an estimated $26K sold.

YorkBridge Wealth Partners first reported a position in DBX in Q2 2018 and held it in 2 quarters. The position peaked at $32K in Q2 2018. 268 funds tracked by Wall St. Rank hold DBX as of Q4 2018.

  • YorkBridge Wealth Partners reported no remaining Dropbox position as of Q4 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,000 Dropbox shares in Q4 2018, an estimated $26K.
  • YorkBridge Wealth Partners first reported a position in Dropbox in Q2 2018 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Dropbox position peaked at $32K in Q2 2018.
  • 268 funds tracked by Wall St. Rank held Dropbox as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.