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 $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAMS

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

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

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Bedel Financial Consulting's DBX Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Dropbox (DBX) in Q2 2022, closing a stake of 170 shares — an estimated $4K sold.

Bedel Financial Consulting first reported a position in DBX in Q1 2018 and held it in 17 quarters. The position peaked at $6K in Q2 2018. 436 funds tracked by Wall St. Rank hold DBX as of Q2 2022.

Bedel Financial Consulting reported no remaining Dropbox position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 170 Dropbox shares in Q2 2022, an estimated $4K.
Bedel Financial Consulting first reported a position in Dropbox in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Dropbox position peaked at $6K in Q2 2018.
436 funds tracked by Wall St. Rank held Dropbox as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.