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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accel Wealth Management's DBX Position: Q2 2023 in Review

Accel Wealth Management sold out of Dropbox (DBX) in Q2 2023, closing a stake of 820 shares — an estimated $17.7K sold.

Accel Wealth Management first reported a position in DBX in Q4 2020 and held it in 10 quarters. The position peaked at $25K in Q2 2021. 446 funds tracked by Wall St. Rank hold DBX as of Q2 2023.

Accel Wealth Management reported no remaining Dropbox position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 820 Dropbox shares in Q2 2023, an estimated $17.7K.
Accel Wealth Management first reported a position in Dropbox in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Dropbox position peaked at $25K in Q2 2021.
446 funds tracked by Wall St. Rank held Dropbox as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.