BDWM
DBX icon

Brewin Dolphin Wealth Management’s Dropbox DBX Stock Holding History

Brewin Dolphin 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
2022
Q2 		$3K Hold
135
– – ﹤0.01% 318
2022
Q1 		$3K Hold
135
– – ﹤0.01% 345
2021
Q4 		$3K Hold
135
– – ﹤0.01% 312
2021
Q3 		$3.94K Hold
135
– – ﹤0.01% 318
2021
Q2 		$4.09K Hold
135
– – ﹤0.01% 319
2021
Q1 		$3.6K Buy
135
+45
+50% +$1.08K ﹤0.01% 310
2020
Q4 		$2K Buy
+90
New +$1.83K ﹤0.01% 274

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
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

Brewin Dolphin Wealth Management's DBX Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Dropbox (DBX) position steady in Q2 2022 at 135 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Brewin Dolphin Wealth Management first reported a position in DBX in Q4 2020 and has held it in 7 quarters since. The position peaked at $4.09K in Q2 2021. 437 funds tracked by Wall St. Rank hold DBX as of Q2 2022.

  • Brewin Dolphin Wealth Management held 135 shares of Dropbox worth $3K as of Q2 2022.
  • Brewin Dolphin Wealth Management left its Dropbox share count unchanged in Q2 2022.
  • Dropbox made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #318 holding.
  • Brewin Dolphin Wealth Management first reported a position in Dropbox in Q4 2020 and has held it in 7 quarters since.
  • Brewin Dolphin Wealth Management's Dropbox position peaked at $4.09K in Q2 2021.
  • 437 funds tracked by Wall St. Rank held Dropbox as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.