Amplius Wealth Advisors’s Dropbox DBX Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-491	Closed	-$12K	–	340
2021 Q4	$12K	Buy	+491	New	+$13.2K	﹤0.01%	568

Other funds holding DBX

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Amplius Wealth Advisors's DBX Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Dropbox (DBX) in Q1 2022, closing a stake of 491 shares — an estimated $12K sold.

Amplius Wealth Advisors first reported a position in DBX in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 480 funds tracked by Wall St. Rank hold DBX as of Q1 2022.

Amplius Wealth Advisors reported no remaining Dropbox position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 491 Dropbox shares in Q1 2022, an estimated $12K.
Amplius Wealth Advisors first reported a position in Dropbox in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Dropbox position peaked at $12K in Q4 2021.
480 funds tracked by Wall St. Rank held Dropbox as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.