Bedel Financial Consulting’s Dropbox DBX Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-170	Closed	-$4K	–	358
2022 Q1	$4K	Hold	170	–	–	﹤0.01%	786
2021 Q4	$4K	Hold	170	–	–	﹤0.01%	806
2021 Q3	$5K	Hold	170	–	–	﹤0.01%	768
2021 Q2	$5K	Hold	170	–	–	﹤0.01%	765
2021 Q1	$5K	Hold	170	–	–	﹤0.01%	738
2020 Q4	$4K	Hold	170	–	–	﹤0.01%	673
2020 Q3	$3K	Hold	170	–	–	﹤0.01%	667
2020 Q2	$4K	Hold	170	–	–	﹤0.01%	607
2020 Q1	$3K	Hold	170	–	–	﹤0.01%	627
2019 Q4	$3K	Hold	170	–	–	﹤0.01%	631
2019 Q3	$3K	Hold	170	–	–	﹤0.01%	608
2019 Q2	$4K	Hold	170	–	–	﹤0.01%	588
2019 Q1	$4K	Hold	170	–	–	﹤0.01%	590
2018 Q4	$3K	Hold	170	–	–	﹤0.01%	580
2018 Q3	$4K	Hold	170	–	–	﹤0.01%	562
2018 Q2	$6K	Hold	170	–	–	﹤0.01%	526
2018 Q1	$5K	Buy	+170	New	+$5.14K	﹤0.01%	533

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

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

Renaissance Technologies

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

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Two Sigma Advisers

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