AJ Wealth Strategies’s Dropbox DBX Stock Holding History

AJ Wealth Strategies’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	$2.02M	Hold	75,624	–	–	0.1%	94
2023 Q1	$1.63M	Hold	75,624	–	–	0.09%	99
2022 Q4	$1.69M	Hold	75,624	–	–	0.09%	97
2022 Q3	$1.57M	Hold	75,624	–	–	0.09%	99
2022 Q2	$1.59M	Sell	75,624 -4,737	-6%	-$102K	0.08%	100
2022 Q1	$1.87M	Hold	80,361	–	–	0.09%	100
2021 Q4	$1.97M	Sell	80,361 -10,000	-11%	-$269K	0.09%	94
2021 Q3	$2.64M	Hold	90,361	–	–	0.14%	67
2021 Q2	$2.74M	Sell	90,361 -4,600	-5%	-$126K	0.16%	61
2021 Q1	$2.53M	Hold	94,961	–	–	0.18%	57
2020 Q4	$2.11M	Buy	94,961 +16,346	+21%	+$333K	0.18%	55
2020 Q3	$1.51M	Hold	78,615	–	–	0.15%	63
2020 Q2	$1.71M	Buy	+78,615	New	+$1.66M	0.19%	52

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJ Wealth Strategies's DBX Position: Q2 2023 in Review

AJ Wealth Strategies held its Dropbox (DBX) position steady in Q2 2023 at 75,624 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #94.

AJ Wealth Strategies first reported a position in DBX in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.74M in Q2 2021. 447 funds tracked by Wall St. Rank hold DBX as of Q2 2023.

AJ Wealth Strategies held 75,624 shares of Dropbox worth $2.02M as of Q2 2023.
AJ Wealth Strategies left its Dropbox share count unchanged in Q2 2023.
Dropbox made up 0.1% of AJ Wealth Strategies's portfolio in Q2 2023, its #94 holding.
AJ Wealth Strategies first reported a position in Dropbox in Q2 2020 and has held it in 13 quarters since.
AJ Wealth Strategies's Dropbox position peaked at $2.74M in Q2 2021.
447 funds tracked by Wall St. Rank held Dropbox as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.