Atticus Wealth Management’s Dropbox DBX Stock Holding History

Atticus 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
2024 Q3	–	Sell	-345	Closed	-$7.75K	–	535
2024 Q2	$7.75K	Hold	345	–	–	﹤0.01%	402
2024 Q1	$8.38K	Hold	345	–	–	﹤0.01%	413
2023 Q4	$10.2K	Hold	345	–	–	﹤0.01%	403
2023 Q3	$9.39K	Hold	345	–	–	﹤0.01%	411
2023 Q2	$9.2K	Hold	345	–	–	﹤0.01%	407
2023 Q1	$7.46K	Hold	345	–	–	﹤0.01%	406
2022 Q4	$7.72K	Sell	345 -65	-16%	-$1.43K	﹤0.01%	403
2022 Q3	$9K	Hold	410	–	–	﹤0.01%	383
2022 Q2	$9K	Sell	410 -3,075	-88%	-$66.5K	﹤0.01%	414
2022 Q1	$81K	Sell	3,485 -379	-10%	-$8.83K	0.03%	212
2021 Q4	$95K	Sell	3,864 -3,905	-50%	-$105K	0.04%	174
2021 Q3	$227K	Buy	7,769 +4,816	+163%	+$150K	0.1%	100
2021 Q2	$90K	Buy	+2,953	New	+$80.7K	0.04%	181

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atticus Wealth Management's DBX Position: Q3 2024 in Review

Atticus Wealth Management sold out of Dropbox (DBX) in Q3 2024, closing a stake of 345 shares — an estimated $7.75K sold.

Atticus Wealth Management first reported a position in DBX in Q2 2021 and held it in 13 quarters. The position peaked at $227K in Q3 2021. 424 funds tracked by Wall St. Rank hold DBX as of Q3 2024.

Atticus Wealth Management reported no remaining Dropbox position as of Q3 2024 after selling out during the quarter.
Atticus Wealth Management sold 345 Dropbox shares in Q3 2024, an estimated $7.75K.
Atticus Wealth Management first reported a position in Dropbox in Q2 2021 and held it in 13 quarters.
Atticus Wealth Management's Dropbox position peaked at $227K in Q3 2021.
424 funds tracked by Wall St. Rank held Dropbox as of Q3 2024.

Based on Atticus Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.