AWM
DBX icon

Accel Wealth Management’s Dropbox DBX Stock Holding History

Accel Wealth 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
2023
Q2 		– Sell
-820
Closed -$17.7K – 323
2023
Q1 		$17.7K Hold
820
– – 0.01% 748
2022
Q4 		$18.4K Hold
820
– – 0.01% 579
2022
Q3 		$18K Hold
820
– – 0.01% 584
2022
Q2 		$18K Hold
820
– – 0.01% 569
2022
Q1 		$20K Hold
820
– – 0.01% 560
2021
Q4 		$20K Hold
820
– – 0.01% 570
2021
Q3 		$24K Hold
820
– – 0.02% 463
2021
Q2 		$25K Hold
820
– – 0.02% 475
2021
Q1 		$22K Hold
820
– – 0.02% 478
2020
Q4 		$18K Buy
+820
New +$16.7K 0.02% 513

Other funds holding DBX

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return