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Belpointe Asset Management’s Dropbox DBX Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-939
Closed -$20.3K – 1208
2023
Q1 		$20.3K Sell
939
-23
-2% -$504 ﹤0.01% 2301
2022
Q4 		$21.5K Buy
+962
New +$21.2K ﹤0.01% 2133
2021
Q1 		– Sell
-5,100
Closed -$113K – 1014
2020
Q4 		$113K Buy
+5,100
New +$104K 0.01% 912

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's DBX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Dropbox (DBX) in Q2 2023, closing a stake of 939 shares — an estimated $20.3K sold.

Belpointe Asset Management first reported a position in DBX in Q4 2020 and held it in 3 quarters. The position peaked at $113K in Q4 2020. 447 funds tracked by Wall St. Rank hold DBX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Dropbox position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 939 Dropbox shares in Q2 2023, an estimated $20.3K.
  • Belpointe Asset Management first reported a position in Dropbox in Q4 2020 and held it in 3 quarters.
  • Belpointe Asset Management's Dropbox position peaked at $113K in Q4 2020.
  • 447 funds tracked by Wall St. Rank held Dropbox as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.