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Blue Bell Private Wealth Management’s Dropbox DBX Stock Holding History

Blue Bell Private 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
2023
Q1 		– Sell
-70
Closed -$1.57K – 674
2022
Q4 		$1.57K Sell
70
-70
-50% -$1.54K ﹤0.01% 593
2022
Q3 		$3K Sell
140
-51
-27% -$1.14K ﹤0.01% 547
2022
Q2 		$4K Hold
191
– – ﹤0.01% 542
2022
Q1 		$4K Hold
191
– – ﹤0.01% 582
2021
Q4 		$5K Buy
+191
New +$5.14K ﹤0.01% 529

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Blue Bell Private Wealth Management's DBX Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Dropbox (DBX) in Q1 2023, closing a stake of 70 shares — an estimated $1.57K sold.

Blue Bell Private Wealth Management first reported a position in DBX in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2023.

  • Blue Bell Private Wealth Management reported no remaining Dropbox position as of Q1 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 70 Dropbox shares in Q1 2023, an estimated $1.57K.
  • Blue Bell Private Wealth Management first reported a position in Dropbox in Q4 2021 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's Dropbox position peaked at $5K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held Dropbox as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.