Avondale Wealth Management’s Dropbox DBX Stock Holding History

Avondale 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
2025 Q3	–	Sell	-500	Closed	-$14.3K	–	69
2025 Q2	$14.3K	Hold	500	–	–	0.01%	106
2025 Q1	$13.4K	Hold	500	–	–	0.01%	105
2024 Q4	$15K	Sell	500 -500	-50%	-$13.8K	0.01%	103
2024 Q3	$25.4K	Hold	1,000	–	–	0.02%	97
2024 Q2	$22.5K	Hold	1,000	–	–	0.02%	103
2024 Q1	$24.3K	Hold	1,000	–	–	0.02%	101
2023 Q4	$29.5K	Hold	1,000	–	–	0.02%	93
2023 Q3	$27.2K	Hold	1,000	–	–	0.02%	97
2023 Q2	$26.7K	Hold	1,000	–	–	0.02%	97
2023 Q1	$21.6K	Hold	1,000	–	–	0.02%	105
2022 Q4	$22.4K	Hold	1,000	–	–	0.02%	95
2022 Q3	$21K	Hold	1,000	–	–	0.02%	94
2022 Q2	$21K	Hold	1,000	–	–	0.02%	91
2022 Q1	$23K	Sell	1,000 -2,000	-67%	-$46.6K	0.03%	89
2021 Q4	$74K	Sell	3,000 -17,000	-85%	-$457K	0.07%	58
2021 Q3	$584K	Sell	20,000 -5,000	-20%	-$155K	0.57%	24
2021 Q2	$758K	Hold	25,000	–	–	0.71%	22
2021 Q1	$666K	Hold	25,000	–	–	0.66%	23
2020 Q4	$555K	Buy	25,000 +8,000	+47%	+$163K	0.64%	17
2020 Q3	$327K	Buy	+17,000	New	+$354K	0.49%	18

Other funds holding DBX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return